Morgan Stanley Insight A (CPOAX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
47.98
+0.33 (0.69%)
Sep 8, 2025, 8:09 AM EDT
0.69% (1Y)
Fund Assets | 1.49B |
Expense Ratio | 1.15% |
Min. Investment | $1,000 |
Turnover | 44.00% |
Dividend (ttm) | 0.23 |
Dividend Yield | 0.46% |
Dividend Growth | n/a |
Payout Frequency | Annual |
Ex-Dividend Date | Dec 11, 2024 |
Previous Close | 47.65 |
YTD Return | 24.95% |
1-Year Return | 80.18% |
5-Year Return | 24.80% |
52-Week Low | 27.14 |
52-Week High | 47.98 |
Beta (5Y) | 1.50 |
Holdings | 40 |
Inception Date | Jul 28, 1997 |
About CPOAX
Under normal circumstances, the fund's assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000® Growth Index. The Adviser seeks long-term capital appreciation by investing primarily in established and emerging companies. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis.
Fund Family Morgan Stanley
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol CPOAX
Share Class A
Index Russell 3000 Growth TR
Performance
CPOAX had a total return of 80.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.27%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
61.18% of assetsName | Symbol | Weight |
---|---|---|
Cloudflare, Inc. | NET | 12.37% |
Strategy Inc | MSTR | 6.42% |
Affirm Holdings, Inc. | AFRM | 6.41% |
Tesla, Inc. | TSLA | 5.91% |
Roblox Corporation | RBLX | 5.69% |
AppLovin Corporation | APP | 5.20% |
IonQ, Inc. | IONQ | 4.91% |
DoorDash, Inc. | DASH | 4.83% |
MercadoLibre, Inc. | MELI | 4.74% |
Shopify Inc. | SHOP | 4.69% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
Dec 11, 2024 | $0.23297 | Dec 11, 2024 |
Dec 12, 2022 | $8.95838 | Dec 12, 2022 |
Dec 13, 2021 | $9.84297 | Dec 13, 2021 |
Dec 14, 2020 | $7.32385 | Dec 14, 2020 |
Dec 13, 2019 | $2.84389 | Dec 13, 2019 |
Jun 21, 2019 | $0.12815 | Jun 21, 2019 |