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.
Fund Family Morgan Stanley
Category Multi-Cap Growth
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol CPOCX
Share Class L
Index Russell 3000 Growth TR
CPOCX had a total return of -10.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.68%.
