Morgan Stanley Insight Fund Class L (CPOCX)
| Fund Assets | 6.01B |
| Expense Ratio | 1.64% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.25 |
| Dividend Yield | 1.69% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 15.85 |
| YTD Return | -1.84% |
| 1-Year Return | 36.60% |
| 5-Year Return | 24.98% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | 1.63 |
| Holdings | 44 |
| Inception Date | Jul 28, 1997 |
About CPOCX
CPOCX was founded on 1997-07-28. The Fund's investment strategy focuses on Mid-Cap with 1.58% total expense ratio. The minimum amount to invest in Morgan Stanley Insight Fund; Class L Shares is $1,000 on a standard taxable account. Morgan Stanley Insight Fund; Class L Shares seeks long-term capital appreciation. Under normal circumstances, the Funds 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.
Performance
CPOCX had a total return of 36.60% in the past year. Since the fund's inception, the average annual return has been 8.52%, 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 | $0.24666 | Dec 11, 2024 |
| Dec 12, 2022 | $8.95838 | Dec 12, 2022 |
| Dec 13, 2021 | $9.82719 | 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 |