About CPODX
Morgan Stanley Insight Fund Class I is an actively managed mutual fund designed to pursue long-term capital appreciation. This fund primarily invests in established and emerging companies within the United States that exhibit sustainable competitive advantages, strong visibility into their business prospects, robust balance sheets, and the potential for superior risk-adjusted returns. The portfolio typically maintains a concentrated selection of growth-oriented equities, with around 29 holdings and a high active share relative to its benchmark, the Russell 3000 Growth Index.
A significant portion of the fund’s assets is allocated to technology, consumer cyclical, and communication services sectors, frequently featuring companies at the forefront of innovation. The management team, notable for its extensive industry experience, seeks companies capable of deploying capital at high rates of return while maintaining prudent risk management.
Morgan Stanley Insight Fund Class I holds a prominent position in the large growth category, reflecting its focus on leading growth stocks with strong earnings and sales expansion. As an institutional share class, it is structured to serve investors seeking exposure to high-growth U.S. equities through a disciplined, research-driven investment process.
Fund Family Morgan Stanley
Category Multi-Cap Growth
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol CPODX
Share Class I
Index Russell 3000 Growth TR
CPODX had a total return of -10.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.88%.
