Morgan Stanley Insight Fund Class A (CPOAX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
34.67
+0.78 (2.30%)
Mar 13, 2025, 8:07 AM EST
26.26% (1Y)
| Fund Assets | 1.38B |
| Expense Ratio | 1.15% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.23 |
| Dividend Yield | 0.65% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 33.89 |
| YTD Return | -13.59% |
| 1-Year Return | 21.51% |
| 5-Year Return | 60.80% |
| 52-Week Low | 24.53 |
| 52-Week High | 44.99 |
| Beta (5Y) | 1.56 |
| Holdings | 44 |
| 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
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CPOAX
Share Class A
Index Russell 3000 Growth TR
Performance
CPOAX had a total return of 21.51% in the past year. Since the fund's inception, the average annual return has been 10.00%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| undefined | Fidelity | Fidelity Advisor Series Growth Opportunities Fund | 0.01% |
| undefined | Fidelity | Fidelity Series Growth Company Fund | 0.57% |
| undefined | Fidelity | Fidelity Growth Company Fund | 0.52% |
| undefined | Fidelity | Fidelity Growth Company Fund - Class K | 0.45% |
| undefined | Fidelity | Fidelity Growth Company K6 Fund | 0.45% |
Top 10 Holdings
59.53% of assets| Name | Symbol | Weight |
|---|---|---|
| Tesla, Inc. | TSLA | 8.11% |
| Cloudflare, Inc. | NET | 7.34% |
| DoorDash, Inc. | DASH | 6.68% |
| Affirm Holdings, Inc. | AFRM | 6.22% |
| Shopify Inc. | SHOP | 6.11% |
| The Trade Desk, Inc. | TTD | 5.29% |
| Samsara Inc. | IOT | 5.04% |
| MercadoLibre, Inc. | MELI | 4.96% |
| Global-E Online Ltd. | GLBE | 4.91% |
| Roblox Corporation | RBLX | 4.88% |
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 |