MS Insight Fund Class A

Frequently Asked Questions About CPOAX

What does CPOAX invest in?

The fund primarily allocates its assets to common stocks. It focuses on companies whose market capitalization, at the time of investment, falls within the typical range of firms included in the Russell 3000® Growth Index. Its objective is to generate significant long-term capital growth by strategically investing in both well-established corporations and promising emerging enterprises. The investment manager employs a "bottom-up" stock selection methodology, meticulously evaluating individual companies to identify compelling investment opportunities.

What is the expense ratio of CPOAX?

MS Insight Fund Class A (CPOAX) charges an expense ratio of 1.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CPOAX?

MS Insight Fund Class A (CPOAX) manages $1.16B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CPOAX actively managed or an index fund?

CPOAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (CPOAX's is 1.15%) because there's no security selection cost.

When was CPOAX launched?

MS Insight Fund Class A (CPOAX) launched in July 1997 and is managed by the fund issuer.

How has CPOAX performed?

CPOAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.