CPOCX Mutual Fund

NAV$18.34

Fund Essentials - as of Dec 31, 2024

Net Assets
-
Expense Ratio
1.67%
Dividend Yield (Current)
-
Holdings
44
Inception Date
Jul 28, 1997
Fund Family
Morgan Stanley Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+1.24%
1 Year+3.80%
3 Year+25.45%
5 Year+5.24%
10 Year+22.55%

Asset Allocation

Stocks: 93.74%
Cash: 3.57%
Other: 2.69%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
TSLATesla, Inc.8.11%
NETCloudflare Inc7.34%
DASHDoordash, Inc. Cl A6.68%
AFRMAffirm Hldgs Inc6.22%
SHOP:CAShopify Inc.6.11%
Top 10 Concentration: 59.54%Report Date: Dec 31, 2024
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Dividend Summary

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Frequency
Semi-Annually
Latest Distribution
$9.83
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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CPOCX Mutual Fund Overview

CPOCX Mutual Fund (Morgan Stanley Insight Fund Class L) is managed by Morgan Stanley Investment Management. CPOCX expense ratio is 1.67%, holding 44 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 1997-07-28.

CPOCX performance shows a YTD return of 1.24%. The 1-year return is 3.80% and the 5-year return is 5.24%.

CPOCX top holdings include Tesla, Inc. (8.1%), Cloudflare Inc (7.3%), Doordash, Inc. Cl A (6.7%), Affirm Hldgs Inc (6.2%), Shopify Inc. (6.1%). View all CPOCX holdings, sector breakdown, or dividend history.

CPOCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.