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
ISIN | US61747T4031 |
---|---|
CUSIP | 61747T403 |
Issuer | Morgan Stanley |
Inception Date | Jul 28, 1997 |
Category | Large Cap Growth Equities |
Min. Investment | $1,000,000 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
CPODX has a high expense ratio of 0.83%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: CPODX vs. LGILX, CPODX vs. ITOT, CPODX vs. VITAX, CPODX vs. MSEQX, CPODX vs. VGT, CPODX vs. FBGRX, CPODX vs. QQQ
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 -1.55% year-to-date (YTD) and 27.27% in the last 12 months. Over the past 10 years, Morgan Stanley Insight Fund had an annualized return of 12.18%, outperforming the S&P 500 benchmark which had an annualized return of 10.97%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -1.55% | 11.29% |
1 month | 1.03% | 4.87% |
6 months | 16.27% | 17.88% |
1 year | 27.27% | 29.16% |
5 years (annualized) | 4.28% | 13.20% |
10 years (annualized) | 12.18% | 10.97% |
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% | -1.55% | ||||||||
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% | -10.07% | -60.99% |
2021 | 3.31% | 6.43% | -9.48% | 4.95% | -3.40% | 11.34% | -2.56% | 1.35% | -6.34% | 6.33% | -3.69% | -12.19% | -6.54% |
2020 | 6.31% | 0.33% | -10.16% | 21.47% | 18.35% | 10.86% | 12.23% | 8.37% | 0.91% | -3.86% | 19.62% | 0.40% | 116.44% |
2019 | 13.16% | 7.31% | 3.22% | 3.22% | -2.05% | 7.92% | 2.24% | -4.89% | -8.42% | 0.67% | 9.11% | -0.25% | 33.45% |
2018 | 8.73% | 1.26% | -1.91% | 0.87% | 8.10% | 3.58% | -0.30% | 9.58% | 0.32% | -10.06% | 2.45% | -8.83% | 12.29% |
2017 | 10.55% | 1.79% | 2.53% | 4.30% | 7.68% | -1.06% | 2.57% | 2.40% | -0.17% | 6.48% | 2.00% | 1.90% | 48.76% |
2016 | -9.96% | -4.31% | 7.98% | -0.26% | 3.00% | -0.74% | 6.43% | 0.47% | 3.10% | -3.63% | -2.53% | -1.78% | -3.49% |
2015 | -1.09% | 7.75% | -2.00% | 1.62% | 0.06% | 0.90% | 5.25% | -7.01% | -4.18% | 6.19% | 3.03% | -1.44% | 8.34% |
2014 | 0.84% | 6.79% | -7.06% | -6.29% | 3.37% | 4.68% | -1.41% | 5.18% | -2.60% | 3.27% | 1.18% | -1.80% | 5.18% |
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
The current rank of CPODX is 24, indicating that it is in the bottom 24% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
CPODX (Morgan Stanley Insight Fund)
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 granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.00 | $0.00 | $8.96 | $9.86 | $7.32 | $2.97 | $3.08 | $9.19 | $2.73 | $2.83 | $2.41 | $2.97 |
Dividend yield | 0.00% | 0.00% | 41.78% | 12.90% | 7.97% | 6.49% | 8.40% | 26.14% | 9.16% | 8.38% | 7.15% | 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 | |||||||
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 | $9.86 | $9.86 |
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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.28 | $2.41 |
2013 | $2.97 | $2.97 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 3603 trading sessions.
The current Morgan Stanley Insight Fund drawdown is 54.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-84.51% | Mar 13, 2000 | 644 | Oct 9, 2002 | 3603 | Feb 8, 2017 | 4247 |
-71.26% | Feb 17, 2021 | 471 | Dec 28, 2022 | — | — | — |
-34.48% | 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 |
-24.4% | Sep 14, 2018 | 70 | Dec 24, 2018 | 37 | Feb 19, 2019 | 107 |
Volatility
Volatility Chart
The current Morgan Stanley Insight Fund volatility is 7.81%, 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.