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Morgan Stanley Insight L CPOCX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 10.52  /  −1.13 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.620%
  • Expense Ratio 1.620%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • 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 CPOCX

Will CPOCX outperform in future?

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

Morgan Stanley Insight L’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 highest quintile among peers.

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Portfolio Holdings CPOCX

  • 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