Morgan Stanley Insight Fund Class I (CPODX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
34.32
+0.74 (2.20%)
Jul 15, 2024, 6:26 PM EDT
11.18%
Fund Assets 1.19B
Expense Ratio 0.92%
Min. Investment $5,000,000
Turnover 40.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 33.58
YTD Return 2.35%
1-Year Return 11.75%
5-Year Return 16.49%
52-Week Low 24.12
52-Week High 35.35
Beta (5Y) 1.40
Holdings 46
Inception Date Jul 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
Index Russell 3000 Growth TR

Performance

CPODX had a total return of 11.75% in the past year. Since the fund's inception, the average annual return has been 4.28%, including dividends.

Other Share Classes

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

Symbol Share Class Expense Ratio
MCRTX Class R6 0.80%
MBIRX Class Ir 0.85%
CPOAX A 1.15%
CPOCX L 1.64%

Top 10 Holdings

58.74% of assets
Name Symbol Weight
Cloudflare, Inc. NET 8.54%
DoorDash, Inc. DASH 7.36%
Uber Technologies, Inc. UBER 6.90%
Shopify Inc. SHOP 6.04%
The Trade Desk, Inc. TTD 5.69%
MicroStrategy Incorporated MSTR 5.16%
Global-e Online Ltd. GLBE 4.86%
Carvana Co. CVNA 4.81%
Snowflake Inc. SNOW 4.77%
Airbnb, Inc. ABNB 4.59%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 12, 2022 $8.95838 Dec 12, 2022
Dec 13, 2021 $9.86245 Dec 13, 2021
Dec 14, 2020 $7.3238 Dec 14, 2020
Dec 13, 2019 $2.84389 Dec 13, 2019
Jun 21, 2019 $0.12815 Jun 21, 2019
Dec 14, 2018 $2.9214 Dec 14, 2018
Full Dividend History