Morgan Stanley 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?

Morgan Stanley Insight Fund Class A (CPOAX) charges an expense ratio of 1.16%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CPOAX?

Morgan Stanley Insight Fund Class A (CPOAX) is one share class of a fund that manages $1.11B across all of its share classes (CPODX reports the same total). Our data does not carry the assets of this share class alone. 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 actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (CPOAX's is 1.16%) in exchange for the discretion to over- or under-weight positions.

When was CPOAX launched?

Morgan Stanley Insight Fund Class A (CPOAX) launched in July 1997 and is managed by Morgan Stanley.

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.