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 203 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CPODX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CPODX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CPODX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | CPODX vs TILIX |
Best Risk-Adjusted Alternatives to CPODX
CPODX has a PortfoliosLab risk / return rank of 3. There are 388 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | CPODX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | CPODX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | CPODX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | CPODX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | CPODX vs CHASX |
Top Performing CPODX Alternatives (YTD)
CPODX is at -3.80% YTD. There are 383 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | CPODX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | CPODX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | CPODX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | CPODX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | CPODX vs FTQGX |
Lowest Volatility Alternatives to CPODX
CPODX has 29.97% 1-year volatility. There are 413 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | CPODX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | CPODX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | CPODX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | CPODX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | CPODX vs BLUEX |
Lowest Drawdown Alternatives to CPODX
CPODX has a 1-year max drawdown of -28.28%. There are 413 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 6 categories.
Often Compared With CPODX
Investors most often compare CPODX with LGILX, QQQ, JPEF. These 20 comparison targets span 13 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