Morgan Stanley Insight L (CPOCX)

Fund Assets	1.16B
Expense Ratio	1.67%
Min. Investment	$1,000
Turnover	48.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	18.57
YTD Return	-1.07%
1-Year Return	-11.09%
5-Year Return	-39.43%
52-Week Low	15.34
52-Week High	21.47
Beta (5Y)	1.74
Holdings	40
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.

• Fund Family: Morgan Stanley
• Category: Large Growth
• Performance Rating: Low
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: CPOCX
• Share Class: L
• Index: Russell 3000 Growth TR

Performance

CPOCX had a total return of -11.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.71%.

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	n/a
FCGSX	Fidelity	Fidelity Series Growth Company Fund	0.57%
FDGRX	Fidelity	Fidelity Growth Company Fund	0.69%
FGCKX	Fidelity	Fidelity Growth Company K	0.62%
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	0.82%
MBIRX	Class Ir	0.85%
CPODX	I	0.89%
CPOAX	A	1.16%

Top 10 Holdings

64.73% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.20%
Royalty Pharma plc	RPRX	7.80%
Tesla, Inc.	TSLA	7.62%
Affirm Holdings, Inc.	AFRM	6.45%
IonQ, Inc.	IONQ	5.68%
AppLovin Corporation	APP	5.06%
Space Exploration Technologies Corp.	SPCX	4.86%
Opendoor Technologies Inc.	OPEN	4.75%
Aurora Innovation, Inc.	AUR	4.72%
Roivant Sciences Ltd.	ROIV	4.58%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 18, 2026

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