Morgan Stanley Insight A (CPOAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPOAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CPOAX
CPOAX charges 1.15% annually. There are 340 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | CPOAX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CPOAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | CPOAX vs SWLGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | CPOAX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | CPOAX vs TILIX |
Best Risk-Adjusted Alternatives to CPOAX
CPOAX has a PortfoliosLab risk / return rank of 2. There are 398 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | CPOAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | CPOAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | CPOAX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | CPOAX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | CPOAX vs FZAPX |
Top Performing CPOAX Alternatives (YTD)
CPOAX is at -7.80% YTD. There are 412 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | CPOAX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | CPOAX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | CPOAX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | CPOAX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | CPOAX vs GTLLX |
Lowest Volatility Alternatives to CPOAX
CPOAX has 30.60% 1-year volatility. There are 415 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | CPOAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | CPOAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | CPOAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | CPOAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | CPOAX vs GQEPX |
Lowest Drawdown Alternatives to CPOAX
CPOAX has a 1-year max drawdown of -28.37%. There are 415 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CPOAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CPOAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CPOAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CPOAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CPOAX vs DNVYX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, EDD and span 7 categories.
Often Compared With CPOAX
Investors most often compare CPOAX with VTI, FXAIX, PIMIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare CPOAX with Any Fund or Stock
Compare CPOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CPOAX with funds that move differently
Morgan Stanley Insight A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPOAX.
Explore CPOAX Diversifiers