Funds

Morgan Stanley Insight Fund Class A

CPOAX

Morgan Stanley Insight Fund Class A

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  • Price (USD)80.95
  • Today's Change1.08 / 1.35%
  • 1 Year change102.98%
Data delayed at least 15 minutes, as of Oct 27 2020.
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Total returns on $10,000

5Y
Morgan Stanley Insight A
Fund
Large Growth
Morningstar category
S&P 500 TR USD
Benchmark index

Profile and investment

Fund typeOpen Ended Investment Company
Investment style (stocks)Market Cap: Large
Investment Style: Growth
Morningstar categoryLarge Growth
Launch date28 Jul 1997
Price currencyUSD
DomicileUnited States
SymbolCPOAX
Manager & start date
Dennis Lynch
31 Oct 2002
David Cohen
31 Oct 2002
Sandeep (Sam) Chainani
30 Jun 2004
Alexander Norton
31 Jul 2005
Jason Yeung
30 Sep 2007
Armistead Nash
30 Sep 2008
Pricing frequencyDaily
Total net assets
2.79bn USD
As of Sep 30 2020
Net expense ratio1.17%
Front end load5.25%
Deferred load--
Maximum Redemption Fee--
Min. initial investment1,000.00
USD
Min. additional investment100.00
USD
Initial IRA1,000.00
USD
Additional IRA100.00
USD
Available for saleUnited States
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Top 5 holdings

Top 5 holdings as a per cent of portfolio
50.22%29.22%0.00%29.22%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Shopify Inc
SHOP:TOR
+242.68%6.56%
Morgan Stanley InstlLqdty TrsSecs Instl--5.94%
Zoom Video Communications Inc
ZM:NSQ
+749.47%5.63%
Spotify Technology SA
SPOT:NYQ
+138.17%5.55%
Coupa Software Inc
COUP:NSQ
+118.10%5.54%
Per cent of portfolio in top 5 holdings: 29.22%
Top 10 Holdings

Diversification

Asset type

Asset type

US stock84.52%
Non-US stock9.26%
Cash5.93%
US bond0.00%
Non-US bond0.00%
Other0.30%

Top 5 sectors

Equity
Fixed income
Technology39.84%
Communication Services20.73%
Healthcare19.02%
Consumer Cyclical13.77%
Energy0.23%
Other0.18%

Top 5 regions

United States84.52%
Canada6.56%
Eurozone1.76%
United Kingdom0.94%
Sector and region weightings are calculated using only long position holdings of the portfolio.
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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