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 above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Morgan Stanley Insight A (CPOAX) returned 5.68% year-to-date (YTD) and 59.87% over the past 12 months. Over the past 10 years, CPOAX delivered an annualized return of 14.86%, outperforming the S&P 500 benchmark at 10.68%.
CPOAX
5.68%
10.06%
1.51%
59.87%
28.92%
6.17%
14.86%
^GSPC (Benchmark)
-1.34%
5.02%
-3.08%
9.39%
13.76%
14.45%
10.68%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8.49% | -7.23% | -10.94% | 8.34% | 8.82% | 5.68% | |||||||
| 2024 | -6.56% | 11.23% | 2.70% | -9.62% | -2.28% | 4.94% | 2.11% | 5.59% | 6.68% | 7.13% | 25.30% | -4.19% | 46.35% |
| 2023 | 18.52% | -3.56% | 4.10% | -5.45% | 9.46% | 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% | -9.95% | -61.02% |
| 2021 | 3.29% | 6.41% | -9.49% | 4.93% | -3.43% | 11.32% | -2.58% | 1.32% | -6.37% | 6.32% | -3.71% | -12.25% | -6.83% |
| 2020 | 6.28% | 0.32% | -10.19% | 21.45% | 18.33% | 10.84% | 12.21% | 8.34% | 0.89% | -3.87% | 19.59% | 0.37% | 115.86% |
| 2019 | 13.11% | 7.30% | 3.18% | 3.22% | -2.07% | 7.87% | 2.23% | -4.93% | -8.44% | 0.65% | 9.11% | -0.28% | 33.08% |
| 2018 | 8.69% | 1.24% | -1.93% | 0.81% | 8.11% | 3.54% | -0.31% | 9.54% | 0.31% | -10.10% | 2.41% | -8.84% | 11.94% |
| 2017 | 10.54% | 1.76% | 2.49% | 4.27% | 7.66% | -1.09% | 2.54% | 2.37% | -0.19% | 6.47% | 1.95% | 1.93% | 48.40% |
| 2016 | -9.94% | -4.38% | 7.95% | -0.27% | 2.96% | -0.76% | 6.39% | 0.47% | 3.05% | -3.66% | -2.54% | -1.80% | -3.78% |
| 2015 | -1.12% | 7.71% | -2.02% | 1.59% | 0.03% | 0.86% | 5.23% | -7.05% | -4.21% | 6.14% | 3.03% | -1.50% | 7.92% |
| 2014 | 0.82% | 6.78% | -7.08% | -6.32% | 3.34% | 4.66% | -1.44% | 5.13% | -2.59% | 3.19% | 1.19% | -1.83% | 4.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, CPOAX is among the top 12% 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.
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Dividends
Dividend History
Morgan Stanley Insight A provided a 0.57% dividend yield over the last twelve months, with an annual payout of $0.23 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.23 | $0.23 | $0.00 | $8.96 | $9.84 | $7.32 | $2.97 | $3.08 | $9.19 | $2.73 | $2.83 | $2.41 |
Dividend yield | 0.57% | 0.61% | 0.00% | 51.84% | 14.94% | 9.06% | 7.29% | 9.33% | 28.73% | 9.83% | 8.92% | 7.54% |
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 | $0.00 | $0.00 | $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 | $8.96 | $8.96 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.84 | $9.84 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.32 | $7.32 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.84 | $2.97 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.92 | $3.08 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.01 | $9.19 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.73 | $2.73 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.81 | $2.83 |
| 2014 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.28 | $2.41 |
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.
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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 3637 trading sessions.
The current Morgan Stanley Insight A drawdown is 29.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.57% | Mar 13, 2000 | 644 | Oct 9, 2002 | 3637 | Mar 29, 2017 | 4281 |
| -71.33% | 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 |
| -24.47% | Sep 28, 2018 | 60 | Dec 24, 2018 | 37 | Feb 19, 2019 | 97 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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