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 344 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CPOAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CPOAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | CPOAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | CPOAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | CPOAX vs TILIX |
Best Risk-Adjusted Alternatives to CPOAX
CPOAX has a PortfoliosLab risk / return rank of 6. There are 394 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | CPOAX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | CPOAX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | CPOAX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | CPOAX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | CPOAX vs POGRX |
Top Performing CPOAX Alternatives (YTD)
CPOAX is at 4.60% YTD. There are 362 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | CPOAX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | CPOAX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | CPOAX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | CPOAX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | CPOAX vs FOKFX |
Lowest Volatility Alternatives to CPOAX
CPOAX has 28.66% 1-year volatility. There are 420 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | CPOAX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | CPOAX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | CPOAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | CPOAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | CPOAX vs AWYIX |
Lowest Drawdown Alternatives to CPOAX
CPOAX has a 1-year max drawdown of -28.37%. There are 420 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | CPOAX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CPOAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CPOAX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | CPOAX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CPOAX vs AQEIX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, EDD and span 6 categories.
Often Compared With CPOAX
Investors most often compare CPOAX with VTI, FXAIX, FBGRX. These 20 comparison targets span 14 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