Morgan Stanley Insight Fund Class A (CPOAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
45.58
+0.20 (0.44%)
Jul 18, 2025, 4:00 PM EDT
67.02%
Fund Assets1.40B
Expense Ratio1.15%
Min. Investment$1,000
Turnover44.00%
Dividend (ttm)0.23
Dividend Yield0.48%
Dividend Growthn/a
Payout FrequencyAnnual
Ex-Dividend DateDec 11, 2024
Previous Close45.38
YTD Return18.70%
1-Year Return67.96%
5-Year Return27.10%
52-Week Low24.53
52-Week High45.58
Beta (5Y)1.48
Holdings42
Inception DateJul 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 67.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.12%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FAOFXFidelityFidelity Advisor Series Growth Opportunities Fund0.01%
FCGSXFidelityFidelity Series Growth Company Fund0.57%
FDGRXFidelityFidelity Growth Company Fund0.52%
FGCKXFidelityFidelity Growth Company Fund - Class K0.45%
FGKFXFidelityFidelity Growth Company K6 Fund0.45%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MCRTXClass R60.80%
MBIRXClass Ir0.85%
CPODXI0.92%
CPOCXL1.64%

Top 10 Holdings

58.13% of assets
NameSymbolWeight
Cloudflare, Inc.NET9.01%
Tesla, Inc.TSLA6.10%
Shopify Inc.SHOP5.96%
Aurora Innovation, Inc.AUR5.93%
MicroStrategy IncorporatedMSTR5.79%
DoorDash, Inc.DASH5.41%
MercadoLibre, Inc.MELI5.24%
Royalty Pharma plcRPRX5.08%
Roblox CorporationRBLX4.89%
Affirm Holdings, Inc.AFRM4.73%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 11, 2024$0.23297Dec 11, 2024
Dec 12, 2022$8.95838Dec 12, 2022
Dec 13, 2021$9.84297Dec 13, 2021
Dec 14, 2020$7.32385Dec 14, 2020
Dec 13, 2019$2.84389Dec 13, 2019
Jun 21, 2019$0.12815Jun 21, 2019
Full Dividend History