Morgan Stanley Insight Fund (CPODX) 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 CPODX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CPODX
CPODX charges 0.83% annually. There are 202 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 | CPODX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | CPODX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CPODX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CPODX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | CPODX vs VIGAX |
Best Risk-Adjusted Alternatives to CPODX
CPODX has a PortfoliosLab risk / return rank of 4. There are 385 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | CPODX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | CPODX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | CPODX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | CPODX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | CPODX vs VHCAX |
Top Performing CPODX Alternatives (YTD)
CPODX is at -1.49% YTD. There are 387 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | CPODX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | CPODX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | CPODX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | CPODX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | CPODX vs CHAIX |
Lowest Volatility Alternatives to CPODX
CPODX has 30.07% 1-year volatility. There are 411 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | CPODX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | CPODX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | CPODX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | CPODX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | CPODX vs GQEPX |
Lowest Drawdown Alternatives to CPODX
CPODX has a 1-year max drawdown of -28.28%. There are 411 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 | CPODX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CPODX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CPODX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CPODX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CPODX vs DNVYX |
Other Mutual Funds from Morgan Stanley
The 10 most viewed Morgan Stanley mutual funds shown here include MSEQX, MACGX, CPOAX and span 7 categories.
Often Compared With CPODX
Investors most often compare CPODX with LGILX, QQQ, JPEF. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare CPODX with Any Fund or Stock
Compare CPODX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CPODX with funds that move differently
Morgan Stanley Insight Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPODX.
Explore CPODX Diversifiers