Morgan Stanley Insight Fund Class A (CPOAX)

Fund Assets	1.63B
Expense Ratio	1.15%
Min. Investment	$1,000
Turnover	44.00%
Dividend (ttm)	0.23
Dividend Yield	0.47%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2024

Previous Close	50.36
YTD Return	23.05%
1-Year Return	15.30%
5-Year Return	-3.75%
52-Week Low	32.58
52-Week High	55.43
Beta (5Y)	1.65
Holdings	43
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
• 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 15.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.26%.

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 Opps	0.01%
FCGSX	Fidelity	Fidelity Series Growth Company Fund	0.57%
FDGRX	Fidelity	Fidelity Growth Company Fund	0.52%
FGCKX	Fidelity	Fidelity Growth Company K	0.45%
FGKFX	Fidelity	Fidelity Growth Company K6 Fund	0.45%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MCRTX	Class R6	0.80%
MBIRX	Class Ir	0.85%
CPODX	I	0.92%
CPOCX	L	1.64%

Top 10 Holdings

66.09% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	12.32%
AppLovin Corporation	APP	8.51%
Tesla, Inc.	TSLA	7.52%
Roblox Corporation	RBLX	6.81%
IonQ, Inc.	IONQ	6.79%
Affirm Holdings, Inc.	AFRM	6.16%
Shopify Inc.	SHOP	4.84%
DoorDash, Inc.	DASH	4.45%
MercadoLibre, Inc.	MELI	4.43%
Snowflake Inc.	SNOW	4.27%

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