Morgan Stanley Insight Fund Class I (CPODX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
59.34
+0.64 (1.09%)
At close: Dec 19, 2025
19.64%
Fund Assets1.42B
Expense Ratio0.92%
Min. Investment$5,000,000
Turnover44.00%
Dividend (ttm)0.31
Dividend Yield0.51%
Dividend Growthn/a
Payout FrequencyAnnual
Ex-Dividend DateDec 11, 2024
Previous Close58.70
YTD Return24.01%
1-Year Return19.64%
5-Year Return-4.19%
52-Week Low38.49
52-Week High65.57
Beta (5Y)1.95
Holdings43
Inception DateJul 28, 1997

About CPODX

Under normal circumstances, the fund's 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. The Adviser seeks long-term capital appreciation by investing primarily in established and emerging companies. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis.

Fund Family Morgan Stanley
Category Large Growth
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CPODX
Share Class I
Index Russell 3000 Growth TR

Performance

CPODX had a total return of 19.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.57%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MCRTXClass R60.80%
MBIRXClass Ir0.85%
CPOAXA1.15%
CPOCXL1.64%

Top 10 Holdings

66.09% of assets
NameSymbolWeight
Cloudflare, Inc.NET12.32%
AppLovin CorporationAPP8.51%
Tesla, Inc.TSLA7.52%
Roblox CorporationRBLX6.81%
IonQ, Inc.IONQ6.79%
Affirm Holdings, Inc.AFRM6.16%
Shopify Inc.SHOP4.84%
DoorDash, Inc.DASH4.45%
MercadoLibre, Inc.MELI4.43%
Snowflake Inc.SNOW4.27%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 11, 2024$0.30547Dec 11, 2024
Dec 12, 2022$8.95838Dec 12, 2022
Dec 13, 2021$9.86255Dec 13, 2021
Dec 14, 2020$7.32385Dec 14, 2020
Dec 13, 2019$2.84389Dec 13, 2019
Jun 21, 2019$0.12815Jun 21, 2019
Full Dividend History