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Morgan Stanley Insight A CPOAX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 28.42  /  +0.50 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.150%
  • 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis CPOAX

Will CPOAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Morgan Stanley Insight A’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

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Portfolio Holdings CPOAX

  • 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

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Uber Technologies Inc

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Shopify Inc Registered Shs -A- Subord Vtg

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Snowflake Inc Ordinary Shares - Class A

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Affirm Holdings Inc Ordinary Shares - Class A

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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