Morgan Stanley Insight Fund Class L (CPOCX)
| Fund Assets | 1.40B |
| Expense Ratio | 1.64% |
| Min. Investment | $1,000 |
| Turnover | 44.00% |
| Dividend (ttm) | 0.25 |
| Dividend Yield | 1.32% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 18.57 |
| YTD Return | 18.34% |
| 1-Year Return | 67.16% |
| 5-Year Return | -10.70% |
| 52-Week Low | 10.18 |
| 52-Week High | 18.65 |
| Beta (5Y) | 1.69 |
| Holdings | 42 |
| Inception Date | Jul 28, 1997 |
About CPOCX
Morgan Stanley Insight Fund Class L is an actively managed mutual fund designed to achieve long-term capital appreciation by investing primarily in the common stocks of mid- and large-cap U.S. companies. The fund strategically targets businesses exhibiting rapid growth potential, often aligning with sectors that are innovation-driven, such as technology and consumer discretionary. Its portfolio typically consists of 40-50 holdings, with a notable concentration in dynamic firms like Cloudflare, Tesla, Shopify, and DoorDash, reflecting a focus on companies shaping modern digital infrastructure and consumer trends. With an inception date in 1997, the fund has established a sizeable asset base, emphasizing growth stocks within the capitalization range of the Russell 3000 Growth Index. It maintains a relatively high expense ratio compared to peers, reflecting its active management approach. The fund distributes dividends annually and is positioned in the large growth category, making it a vehicle for investors seeking exposure to high-growth equities. As part of Morgan Stanley’s broader suite of equity products, Insight Fund Class L plays a significant role in providing access to innovative U.S. growth companies, appealing to investors attracted by potential long-term wealth creation within the equity markets.
Performance
CPOCX had a total return of 67.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.13%.
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 Opportunities Fund | 0.01% |
| FCGSX | Fidelity | Fidelity Series Growth Company Fund | 0.57% |
| FDGRX | Fidelity | Fidelity Growth Company Fund | 0.52% |
| FGCKX | Fidelity | Fidelity Growth Company Fund - Class K | 0.45% |
| FGKFX | Fidelity | Fidelity Growth Company K6 Fund | 0.45% |
Top 10 Holdings
58.13% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 9.01% |
| Tesla, Inc. | TSLA | 6.10% |
| Shopify Inc. | SHOP | 5.96% |
| Aurora Innovation, Inc. | AUR | 5.93% |
| MicroStrategy Incorporated | MSTR | 5.79% |
| DoorDash, Inc. | DASH | 5.41% |
| MercadoLibre, Inc. | MELI | 5.24% |
| Royalty Pharma plc | RPRX | 5.08% |
| Roblox Corporation | RBLX | 4.89% |
| Affirm Holdings, Inc. | AFRM | 4.73% |
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 |