MCRTX

Active

Morgan Stanley Insight Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.80%
Annual Cost per $10K
$80.00
30-Year Fee Drag per $10K
$15,346
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+57.37%

Asset Allocation

US Equity
88%
Intl Equity
12%
Cash
1%

Fee Comparison

MCRTX
0.80%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

25% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+154.15%3Y
Compare to

Fee Impact Calculator

$
%
MCRTX at 0.80%$303,882
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$76,730
Cost vs index fund−$73,542

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
MCRTXMorgan Stanley Insight Fund0.80%
FCNKXFidelity Contrafund0.56%
MEIAXMFS Value Fund0.79%
AFMFXAmerican Mutual Fund0.57%
AICCXInvestment Co of America0.32%
AMCFXAMCAP Fund0.43%
PMBJXMidCap Fund0.80%
FMAEXFidelity Magellan Fund0.62%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
FOCKXFidelity OTC Portfolio1.05%
FZANXFidelity Advisor New Insights Fund0.53%
PEIYXPutnam Large Cap Value Fund0.63%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
FLCNXFidelity Contrafund K60.45%
FRISXFranklin Rising Dividends Fund0.52%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FDTRXFranklin Dynatech Fund0.45%
CDIRXColumbia Dividend Income Fund1.15%
TRZQXT. Rowe Price Equity Income Fund0.53%
FIFRXFranklin Growth Fund0.46%
MVCKXMFS Mid Cap Value Fund0.62%
MCPRXMFS Mid Cap Growth Fund1.02%
QVG2QVIP Growth Portfolio0.66%
VAFAXInvesco American Franchise Fund0.93%
FFOJXSelect Technology Portfolio0.91%
DDFIXInvesco Diversified Dividend Fund1.07%
FZAFXFidelity Advisor Equity Growth Fund0.55%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
JMUEXJPMorgan U.S. Equity Fund0.94%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
CGPAXAmerican Funds Growth Portfolio0.99%
ACSCXSmall Cap Value Fund0.73%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
XFBRXVIP Mid Cap Portfolio0.82%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
ACCLXMid Cap Value Fund0.62%
FDSVXFidelity Growth Discovery Fund0.62%
BBVLXBridge Builder Large Cap Value Fund0.23%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
AMAGXAmana Growth Fund0.61%
JVMAXDisciplined Value Mid Cap Fund0.74%
MFRKXMFS Research Fund0.46%
MRERXMFS Core Equity Fund0.88%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
ARKKARK Innovation ETF0.75%
FMILXFidelity New Millennium Fund0.76%
FADTXFidelity Advisor Technology Fund0.55%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
WFPRXAllspring Special Mid Cap Value Fund0.70%
JLVMXJPMorgan Large Cap Value Fund0.93%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
POGRXPRIMECAP Odyssey Growth Fund0.66%
HIACXHARTFORD CAPITAL APPRECIATION HLS FUND0.67%
FCAKXFidelity Capital Appreciation Fund0.66%
DAGVXBNY Mellon Dynamic Value Fund0.93%
JLCNXFundamental Large Cap Core Fund0.65%
PARWXParnassus Value Equity Fund0.88%
LAMHXLord Abbett Dividend Growth Fund0.59%
PNOBXPutnam Sustainable Leaders Fund0.88%
HIADXHARTFORD DIVIDEND AND GROWTH HLS FUND0.66%
ICEQXMacquarie Core Equity Fund0.74%
ABSZXAB Discovery Value Fund0.81%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FDSSXFidelity Stock Selector Fund0.49%
BGRUXBARON GROWTH FUND1.09%
POLRXPolen Growth Fund1.22%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
MGRPXGROWTH PORTFOLIO0.52%
FLCKXFidelity Leveraged Company Stock Fund0.61%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
LSITXClearBridge Large Cap Growth Fund0.64%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
NICSXNicholas Fund, Inc.0.70%
WGROXWasatch Core Growth Fund1.17%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
TRSSXT. Rowe Price Institutional Small-Cap Stock Fund$1M min0.66%
FFDKXFidelity Fund0.42%
LCSSXClearBridge Select Fund0.98%
ARGFXAriel Fund1.00%
PBCJXBlue Chip Fund0.92%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
ACGIXInvesco Growth and Income Fund0.78%
FDGFXFidelity Dividend Growth Fund1.16%
WSMRXWilliam Blair Small-Mid Cap Growth Fund0.94%
MMUKXMFS Utilities Fund0.66%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
MBIRXMorgan Stanley Insight Fund0.85%
FGSLXFidelity Growth Strategies Fund0.61%
FIDFXFidelity Mid Cap Value Fund0.75%
FCPVXFidelity Small Cap Value Fund1.20%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
SGRAXAllspring Growth Fund1.15%
AGOZXALGER SMALL CAP FOCUS FUND0.89%
MXHAXEmpower Large Cap Value Fund0.81%
LGLOXLord Abbett Growth Leaders Fund0.59%
HNLVXHarbor Large Cap Value Fund0.61%

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