Nasdaq - Delayed Quote USD

Morgan Stanley Insight I (CPODX)

48.91 +1.20 (+2.52%)
At close: 8:01 PM EST
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DELL
  • Previous Close 47.71
  • YTD Return 22.16%
  • Expense Ratio 0.92%
  • Category Large Growth
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.25B
  • Beta (5Y Monthly) 1.43
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.04
  • Inception Date Jul 12, 2019

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.

Morgan Stanley

Fund Family

Large Growth

Fund Category

1.25B

Net Assets

2019-07-12

Inception Date

Performance Overview: CPODX

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Trailing returns as of 11/19/2024. Category is Large Growth.

YTD Return

CPODX
22.16%
Category
12.38%
?

1-Year Return

CPODX
61.81%
Category
41.70%
?

3-Year Return

CPODX
15.06%
Category
22.56%
?

5-Year Return

CPODX
9.79%
Category
21.98%
?

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Holdings: CPODX

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Top 10 Holdings (57.64% of Total Assets)

SymbolCompany% Assets
DASH
DASH 7.02%
NET
NET 6.81%
TSLA
TSLA 6.49%
TTD
TTD 6.10%
AFRM
AFRM 6.00%
SHOP.TO
SHOP.TO 5.69%
IOT
IOT 5.21%
MSTR
MSTR 5.04%
GLBE
GLBE 4.74%
RBLX
RBLX 4.54%

Sector Weightings

Recent News: CPODX

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Research Reports: CPODX

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