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Morgan Stanley Insight A CPOAX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 26.30  /  2.27 %
  • Total Assets 1.4 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 37%

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-highest quintile among peers.

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Portfolio Holdings CPOAX

  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 58.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.62
120,515,686
Technology
6.73
106,488,640
Technology
5.73
90,597,579
Communication Services
5.03
79,635,058
Consumer Cyclical
4.79
75,754,019
Technology
4.65
73,580,168
Communication Services
4.59
72,554,172
Consumer Cyclical