Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Morgan Stanley Insight A CPOAX
- NAV / 1-Day Return 25.32 / −1.21 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.150%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 40%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:17 AM GMT+0
Morningstar’s Analysis CPOAX
Will CPOAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cloudflare Inc | 7.62 | 120.5 Mil | Technology |
Uber Technologies Inc | 6.73 | 106.5 Mil | Technology |
Shopify Inc Registered Shs -A- Subord Vtg | 6.60 | 104.5 Mil | Technology |
Snowflake Inc Ordinary Shares - Class A | 6.37 | 100.7 Mil | Technology |
Affirm Holdings Inc Ordinary Shares - Class A | 6.28 | 99.3 Mil | Technology |
DoorDash Inc Ordinary Shares - Class A | 5.73 | 90.6 Mil | Communication Services |
Global E Online Ltd | 5.03 | 79.6 Mil | Consumer Cyclical |
The Trade Desk Inc Class A | 4.79 | 75.8 Mil | Technology |
Roblox Corp Ordinary Shares - Class A | 4.65 | 73.6 Mil | Communication Services |
Tesla Inc | 4.59 | 72.6 Mil | Consumer Cyclical |