Morgan Stanley Insight Fund Class I

Frequently Asked Questions About CPODX

What does CPODX invest in?

The fund generally allocates its assets predominantly to the common shares of corporations. These corporations, at the moment of investment, possess market capitalizations comparable to those found within the Russell 3000® Growth Index. The primary aim of the Adviser is to generate substantial long-term capital growth through investments in both mature and emerging enterprises. A meticulous bottom-up stock selection methodology is employed, focusing on identifying attractive opportunities on an individual company basis.

What is the expense ratio of CPODX?

Morgan Stanley Insight Fund Class I (CPODX) charges an expense ratio of 0.89%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CPODX?

Morgan Stanley Insight Fund Class I (CPODX) is one share class of a fund that manages $1.11B across all of its share classes (CPOAX 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 CPODX actively managed or an index fund?

CPODX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (CPODX's is 0.89%) in exchange for the discretion to over- or under-weight positions.

When was CPODX launched?

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

How has CPODX performed?

CPODX'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.