Morgan Stanley Insight Fund Class A (CPOAX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
42.54
+0.86 (2.06%)
Jun 6, 2025, 4:00 PM EDT
67.35% (1Y)
| Fund Assets | 1.40B |
| Expense Ratio | 1.15% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.23 |
| Dividend Yield | 0.52% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 41.68 |
| YTD Return | 10.78% |
| 1-Year Return | 68.30% |
| 5-Year Return | 39.51% |
| 52-Week Low | 24.53 |
| 52-Week High | 44.99 |
| Beta (5Y) | 1.48 |
| Holdings | 42 |
| 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 Fds A
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol CPOAX
Share Class A
Index Russell 3000 Growth TR
Performance
CPOAX had a total return of 68.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.90%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FAOFX | Fidelity | Fidelity Advisor Series Growth Opportunities Fund | 0.01% |
| FCGSX | Fidelity | Fidelity Series Growth Company Fund | 0.57% |
| FDGRX | Fidelity | Fidelity Growth Company Fund | 0.52% |
| FGCKX | Fidelity | Fidelity Growth Company Fund - Class K | 0.45% |
| FGKFX | Fidelity | Fidelity Growth Company K6 Fund | 0.45% |
Top 10 Holdings
58.13% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 9.01% |
| Tesla, Inc. | TSLA | 6.10% |
| Shopify Inc. | SHOP | 5.96% |
| Aurora Innovation, Inc. | AUR | 5.93% |
| MicroStrategy Incorporated | MSTR | 5.79% |
| DoorDash, Inc. | DASH | 5.41% |
| MercadoLibre, Inc. | MELI | 5.24% |
| Royalty Pharma plc | RPRX | 5.08% |
| Roblox Corporation | RBLX | 4.89% |
| Affirm Holdings, Inc. | AFRM | 4.73% |
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 |