CPOAX – Morgan Stanley Insight A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund's assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000® Growth Index. The Adviser seeks long-term capital appreciation by investing primarily in established and emerging companies. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CPODX	Morgan Stanley Insight Fund Class I	Institutional	Open			Jul 28, 1997	$379.09M	0.890%	High	$1M	−$127.43M
MBIRX	Morgan Stanley Insight Fund Class IR	Institutional	Open			Jul 12, 2019	$20,188.00	0.850%	High	$10M	−$2.36
CPOAX	Morgan Stanley Insight Fund Class A	Front Load	Open			Jul 28, 1997	$657.68M	1.160%	Above Average	$1,000	−$172.18M
CPOCX	Morgan Stanley Insight Fund Class L	Level Load	Closed			Jul 28, 1997	$15.62M	1.670%	Average	$1,000	−$2.68M
MSCMX	Morgan Stanley Insight Fund Class C	Level Load	Open			Apr 30, 2015	$63.01M	1.900%	High	$1,000	−$30.90M
MCRTX	Morgan Stanley Insight Fund Class R6	Retirement, Large	Open			Sep 13, 2013	$12.01M	0.820%	High	$5M	−$825,567.50

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