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 209 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% | 5.10B | Dec 2017 | CPODX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | 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 6. There are 393 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | CPODX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | CPODX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | CPODX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | CPODX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | CPODX vs POGRX |
Top Performing CPODX Alternatives (YTD)
CPODX is at 4.72% YTD. There are 358 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | CPODX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | CPODX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | CPODX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | CPODX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | CPODX vs FOKFX |
Lowest Volatility Alternatives to CPODX
CPODX has 28.66% 1-year volatility. There are 420 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | CPODX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | CPODX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | CPODX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | CPODX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | CPODX vs AWYIX |
Lowest Drawdown Alternatives to CPODX
CPODX has a 1-year max drawdown of -28.28%. There are 419 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | CPODX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CPODX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CPODX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | CPODX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CPODX vs AQEIX |
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