Morgan Stanley Insight Fund Class I (CPODX)

Fund Assets	1.09B
Expense Ratio	0.89%
Min. Investment	$5,000,000
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	57.08
YTD Return	-0.74%
1-Year Return	-1.32%
5-Year Return	-13.91%
52-Week Low	47.03
52-Week High	65.57
Beta (5Y)	1.07
Holdings	40
Inception Date	Jul 28, 1997

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: 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 -1.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.93%.

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%
CPOAX	A	1.16%
CPOCX	L	1.67%

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	$0.30547	Dec 11, 2024
Dec 12, 2022	$8.95838	Dec 12, 2022
Dec 13, 2021	$9.86255	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, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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