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.
Morgan Stanley Insight L CPOCX
- NAV / 1-Day Return 11.00 / +1.57 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.640%
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis CPOCX
Will CPOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cloudflare Inc | 8.48 | 126.3 Mil | Technology |
DoorDash Inc Ordinary Shares - Class A | 7.31 | 108.8 Mil | Communication Services |
Uber Technologies Inc | 6.85 | 102.0 Mil | Technology |
Shopify Inc Registered Shs -A- Subord Vtg | 6.00 | 89.3 Mil | Technology |
The Trade Desk Inc Class A | 5.65 | 84.1 Mil | Technology |
MicroStrategy Inc Class A | 5.13 | 76.3 Mil | Technology |
Global E Online Ltd | 4.83 | 71.9 Mil | Consumer Cyclical |
Carvana Co Class A | 4.78 | 71.1 Mil | Consumer Cyclical |
Snowflake Inc Ordinary Shares - Class A | 4.74 | 70.6 Mil | Technology |
Airbnb Inc Ordinary Shares - Class A | 4.56 | 67.8 Mil | Consumer Cyclical |