Morgan Stanley Insight Fund (CPODX)
Under normal circumstances, the fund's assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000 Growth Index. The Adviser seeks long-term capital appreciation by investing primarily in established and emerging companies. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis.
Fund Info
US61747T4031
61747T403
Jul 28, 1997
$1,000,000
Large-Cap
Growth
Expense Ratio
CPODX features an expense ratio of 0.83%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Insight Fund, 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 Fund had a return of 52.27% year-to-date (YTD) and 51.26% in the last 12 months. Over the past 10 years, Morgan Stanley Insight Fund had an annualized return of 3.89%, while the S&P 500 had an annualized return of 11.06%, indicating that Morgan Stanley Insight Fund did not perform as well as the benchmark.
CPODX
52.27%
4.72%
58.35%
51.26%
1.86%
3.89%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of CPODX, 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 | -6.52% | 11.22% | 2.73% | -9.59% | -2.27% | 4.97% | 2.15% | 5.57% | 6.73% | 7.14% | 25.32% | 52.27% | |
| 2023 | 18.52% | -3.58% | 4.12% | -5.41% | 9.53% | 9.04% | 9.26% | -9.75% | -4.86% | -8.39% | 17.24% | 12.98% | 53.03% |
| 2022 | -23.65% | 0.62% | -4.99% | -22.68% | -15.94% | -9.95% | 13.96% | 0.91% | -9.85% | 1.21% | -3.21% | -35.36% | -71.96% |
| 2021 | 3.31% | 6.43% | -9.48% | 4.95% | -3.40% | 11.34% | -2.56% | 1.35% | -6.34% | 6.33% | -3.69% | -21.80% | -16.77% |
| 2020 | 6.31% | 0.33% | -10.16% | 21.47% | 18.35% | 10.86% | 12.23% | 8.37% | 0.91% | -3.86% | 19.62% | -6.87% | 100.76% |
| 2019 | 13.16% | 7.31% | 3.22% | 3.22% | -2.05% | 7.65% | 2.24% | -4.89% | -8.42% | 0.67% | 9.11% | -6.32% | 25.01% |
| 2018 | 8.73% | 1.26% | -1.91% | 0.87% | 8.10% | 3.21% | -0.30% | 9.58% | 0.32% | -10.06% | 2.45% | -15.11% | 4.18% |
| 2017 | 10.55% | 1.79% | 2.53% | 4.30% | 7.68% | -1.50% | 2.57% | 2.40% | -0.17% | 6.48% | 2.00% | -19.01% | 17.72% |
| 2016 | -9.96% | -4.31% | 7.98% | -0.25% | 3.00% | -0.74% | 6.44% | 0.47% | 3.10% | -3.63% | -2.53% | -9.92% | -11.50% |
| 2015 | -1.10% | 7.75% | -2.00% | 1.62% | 0.06% | 0.86% | 5.25% | -7.01% | -4.18% | 6.19% | 3.03% | -9.11% | -0.12% |
| 2014 | 0.84% | 6.79% | -7.06% | -6.29% | 3.37% | 4.28% | -1.41% | 5.18% | -2.60% | 3.27% | 1.18% | -8.18% | -2.03% |
| 2013 | 4.35% | 0.15% | 2.29% | 2.24% | 2.63% | 0.07% | 8.57% | 0.36% | 7.70% | 4.82% | 2.95% | 6.40% | 51.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, CPODX is among the top 19% 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 Fund (CPODX) 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 Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.97 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 8.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Insight Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.04 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $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 |
| 2014 | $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 |
| 2013 | $2.97 | $2.97 |
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 Fund. 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 Fund was 84.51%, occurring on Oct 9, 2002. Recovery took 4134 trading sessions.
The current Morgan Stanley Insight Fund drawdown is 55.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.51% | Mar 13, 2000 | 644 | Oct 9, 2002 | 4134 | Mar 21, 2019 | 4778 |
| -81.6% | Feb 17, 2021 | 471 | Dec 28, 2022 | — | — | — |
| -34.49% | Jul 21, 1998 | 58 | Oct 8, 1998 | 32 | Nov 23, 1998 | 90 |
| -33.88% | Feb 20, 2020 | 18 | Mar 16, 2020 | 35 | May 5, 2020 | 53 |
| -19.76% | Apr 27, 1999 | 35 | Jun 14, 1999 | 85 | Oct 11, 1999 | 120 |
Volatility
Volatility Chart
The current Morgan Stanley Insight Fund volatility is 9.92%, 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.