Morgan Stanley Insight A (CPOAX)
The fund seeks long-term capital appreciation by investing primarily in common stocks of established and emerging companies within the Russell 3000® Growth Index, employing a bottom-up stock selection strategy.
Fund Info
US61747T1060
61747T106
Jan 29, 2002
$1,000
Russell 3000 Growth Index
Large-Cap
Growth
Expense Ratio
CPOAX has a high expense ratio of 1.15%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Insight A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Morgan Stanley Insight A had a return of 0.47% year-to-date (YTD) and 54.78% in the last 12 months. Over the past 10 years, Morgan Stanley Insight A had an annualized return of 2.30%, while the S&P 500 had an annualized return of 11.24%, indicating that Morgan Stanley Insight A did not perform as well as the benchmark.
CPOAX
0.47%
-5.67%
37.31%
54.78%
-2.51%
2.30%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of CPOAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -6.56% | 11.23% | 2.70% | -9.62% | -2.28% | 4.94% | 2.11% | 5.59% | 6.68% | 7.13% | 26.03% | -4.74% | 46.35% |
| 2023 | 18.52% | -3.56% | 4.10% | -5.45% | 9.47% | 9.07% | 9.22% | -9.74% | -4.85% | -8.45% | 17.21% | 12.97% | 52.72% |
| 2022 | -23.66% | 0.60% | -5.00% | -22.72% | -15.94% | -9.96% | 13.91% | 0.91% | -9.87% | 1.20% | -3.22% | -39.41% | -73.77% |
| 2021 | 3.29% | 6.41% | -9.49% | 4.93% | -3.43% | 11.32% | -2.58% | 1.32% | -6.37% | 6.32% | -3.71% | -23.20% | -18.45% |
| 2020 | 6.28% | 0.32% | -10.19% | 21.45% | 18.33% | 10.84% | 12.21% | 8.34% | 0.89% | -3.87% | 19.59% | -7.81% | 98.26% |
| 2019 | 13.11% | 7.30% | 3.18% | 3.22% | -2.07% | 7.58% | 2.23% | -4.93% | -8.44% | 0.65% | 9.11% | -7.05% | 23.70% |
| 2018 | 8.69% | 1.24% | -1.93% | 0.81% | 8.11% | 3.14% | -0.31% | 9.54% | 0.31% | -10.10% | 2.41% | -15.77% | 3.03% |
| 2017 | 10.54% | 1.76% | 2.49% | 4.27% | 7.66% | -1.56% | 2.54% | 2.37% | -0.19% | 6.47% | 1.95% | -20.61% | 15.04% |
| 2016 | -9.94% | -4.38% | 7.95% | -0.27% | 2.96% | -0.76% | 6.39% | 0.47% | 3.05% | -3.66% | -2.54% | -10.50% | -12.30% |
| 2015 | -1.12% | 7.71% | -2.02% | 1.59% | 0.03% | 0.82% | 5.23% | -7.05% | -4.21% | 6.14% | 3.03% | -9.61% | -1.00% |
| 2014 | 0.82% | 6.78% | -7.08% | -6.32% | 3.34% | 4.24% | -1.44% | 5.13% | -2.59% | 3.19% | 1.18% | -8.54% | -2.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, CPOAX is among the top 16% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley Insight A (CPOAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Morgan Stanley Insight A provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.23 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.23 | $0.23 | $0.00 | $0.00 | $0.02 |
Dividend yield | 0.60% | 0.61% | 0.00% | 0.00% | 0.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Insight A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.02 | $0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley Insight A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Morgan Stanley Insight A was 84.57%, occurring on Oct 9, 2002. Recovery took 4222 trading sessions.
The current Morgan Stanley Insight A drawdown is 60.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.57% | Mar 13, 2000 | 644 | Oct 9, 2002 | 4222 | Jul 26, 2019 | 4866 |
| -83.12% | Feb 17, 2021 | 471 | Dec 28, 2022 | — | — | — |
| -34.57% | Jul 21, 1998 | 58 | Oct 8, 1998 | 32 | Nov 23, 1998 | 90 |
| -33.9% | Feb 20, 2020 | 18 | Mar 16, 2020 | 35 | May 5, 2020 | 53 |
| -19.78% | Apr 27, 1999 | 35 | Jun 14, 1999 | 84 | Oct 8, 1999 | 119 |
Volatility
Volatility Chart
The current Morgan Stanley Insight A volatility is 9.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.