MS Insight Fund Class A
CPOAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- C/O Morgan Stanley MA United States of America
- IPO Date
- Jul 28, 1997
- CIK
- 0001002427
- Website
- morganstanley.com
- Similar Companies
- Business
- Morgan Stanley Insight Fund Class A (CPOAX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in a portfolio of common stocks of established and emerging growth companies, with a focus on mid- to large-cap names across sectors such as technology, consumer cyclical, healthcare, and communication services; key holdings include Cloudflare Inc., Tesla Inc., Shopify Inc., Aurora Innovation Inc., and Microstrategy Inc. The fund emphasizes a bottom-up stock selection process, typically allocating over 90% to equities with exposure to U.S. stocks (around 79%), non-U.S. stocks (12%), and smaller positions in cash and other assets; it operates in the large growth category with total net assets of approximately $1.48 billion and a share class size of $841 million. Managed by a team led by Dennis Lynch (since 2002), David Cohen (since 2002), Sandeep Chainani (since 2004), and others including Alexander Norton, Jason Yeung, and Armistead Nash, the fund was launched on July 28, 1997, and is domiciled in the United States, available for sale primarily to U.S. investors with a net expense ratio of 1.15% and a front-end load of 5.25%. Geographic operations center on U.S. markets with additional exposure to Canada, Latin America, and the United Kingdom through non-U.S. holdings; the fund targets growth-oriented investors seeking capital appreciation via diversified equity investments in high-potential companies, including technology leaders like Affirm Holdings, Roblox Corp., AppLovin, IonQ, DoorDash, and MercadoLibre. In recent developments, the fund has delivered strong performance with a one-year total return of 70.86% and three-year annualized return of 32.65% as of June 30, 2025, ranking in the top percentile of its peer group; Morgan Stanley Investment Management, the fund's sponsor, suspended offerings of Class B and Class L shares to all investors and introduced Class R6 shares for eligible investors with a $5 million minimum, reflecting strategic share class adjustments. While no direct acquisitions or name changes affect the Insight Fund specifically, the broader Morgan Stanley organization pursued expansions including Parametric's addition of over 35 new strategies from asset manager partners like Columbia Threadneedle and PGIM in 2025, alongside investments such as a $350 million strategic infusion into SelectQuote by MSIM-managed funds with Bain Capital and others. These moves underscore ongoing enhancements in liquidity options, partnerships, and product offerings within Morgan Stanley's investment management platform.