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Morningstar

Morgan Stanley Insight I CPODX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 31.45  /  −0.16 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 40%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis CPODX

Will CPODX 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 CPODX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPODX 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 CPODX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morgan Stanley Insight I’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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CPODX

More CPODX Holdings
  • 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