About CPOAX
Morgan Stanley Insight Fund Class A is an actively managed mutual fund focused on pursuing long-term capital appreciation. The fund primarily invests in common stocks of both established and emerging U.S. companies that exhibit sustainable competitive advantages, strong business visibility, and the capacity to deploy capital effectively. Employing a growth-oriented strategy, the fund targets businesses with high rates of return, robust balance sheets, and attractive risk/reward profiles.
The portfolio is characterized by a concentrated selection of growth-oriented equities, with significant allocations in the technology, consumer cyclical, and healthcare sectors. Notable holdings typically include companies at the forefront of innovation and market disruption, such as Cloudflare, Tesla, and Shopify. With a limited number of holdings, the fund maintains high active share, reflecting a distinct approach compared to its benchmark, the Russell 3000 Growth Index.
Classified in the large growth Morningstar category, Morgan Stanley Insight Fund Class A serves investors seeking exposure to dynamic U.S. growth companies across multiple capitalizations. The fund’s investment team brings decades of experience, focusing on identifying businesses poised for above-average earnings and sales growth within the broader equity market landscape.
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
CPOAX had a total return of -9.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.70%.
