Advertisement
Skip to Content
Morningstar

Morgan Stanley Insight A CPOAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.45  /  0.57 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • 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 0.00
  • Turnover 72%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 1:31 AM GMT+00:00

Morningstar’s Analysis CPOAX

Will CPOAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPOAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CPOAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CPOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

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

Unlock our full analysis with Morningstar Investor