CPOAX

Active

Morgan Stanley Insight Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.15%
Annual Cost per $10K
$115.00
30-Year Fee Drag per $10K
$21,077
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+56.88%

Asset Allocation

US Equity
88%
Intl Equity
12%
Cash
1%

Fee Comparison

CPOAX
1.15%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

8% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+151.89%3Y
Compare to

Fee Impact Calculator

$
%
CPOAX at 1.15%$275,230
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$105,383
Cost vs index fund−$102,194

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
CPOAXMorgan Stanley Insight Fund1.15%
FCNKXFidelity Contrafund0.56%
MEIAXMFS Value Fund0.79%
TIACXInvestment Co of America0.63%
AFMFXAmerican Mutual Fund0.57%
FOCKXFidelity OTC Portfolio1.05%
CDIRXColumbia Dividend Income Fund1.15%
DDFIXInvesco Diversified Dividend Fund1.07%
MCPRXMFS Mid Cap Growth Fund1.02%
PMBJXMidCap Fund0.80%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
FMAEXFidelity Magellan Fund0.62%
VAFAXInvesco American Franchise Fund0.93%
POLRXPolen Growth Fund1.22%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
FFOJXSelect Technology Portfolio0.91%
CGPAXAmerican Funds Growth Portfolio0.99%
PEIYXPutnam Large Cap Value Fund0.63%
JMUEXJPMorgan U.S. Equity Fund0.94%
FDYZXFranklin Dynatech Fund0.57%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FRDAXFranklin Rising Dividends Fund0.58%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
WGROXWasatch Core Growth Fund1.17%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FZANXFidelity Advisor New Insights Fund0.53%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
MVCKXMFS Mid Cap Value Fund0.62%
JDVFXDisciplined Value Fund1.71%
BGRUXBARON GROWTH FUND1.09%
TRZQXT. Rowe Price Equity Income Fund0.53%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
WFMDXAllspring Special Mid Cap Value Fund1.05%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
XFBRXVIP Mid Cap Portfolio0.82%
QVG2QVIP Growth Portfolio0.66%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
FIFRXFranklin Growth Fund0.46%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
MRERXMFS Core Equity Fund0.88%
PRHSXT. Rowe Price Health Sciences Fund, Inc.0.80%
FCPVXFidelity Small Cap Value Fund1.20%
JLVMXJPMorgan Large Cap Value Fund0.93%
DAGVXBNY Mellon Dynamic Value Fund0.93%
SGRAXAllspring Growth Fund1.15%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FDGFXFidelity Dividend Growth Fund1.16%
FZAFXFidelity Advisor Equity Growth Fund0.55%
SBLGXClearBridge Large Cap Growth Fund1.01%
PNOBXPutnam Sustainable Leaders Fund0.88%
ACSCXSmall Cap Value Fund0.73%
ARGFXAriel Fund1.00%
PARWXParnassus Value Equity Fund0.88%
ACCLXMid Cap Value Fund0.62%
MTCAXMFS Technology Fund1.11%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
ARKKARK Innovation ETF0.75%
LCSSXClearBridge Select Fund0.98%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
NDVAXMFS New Discovery Value Fund1.46%
FMILXFidelity New Millennium Fund0.76%
FDSVXFidelity Growth Discovery Fund0.62%
ACFLXFocused Large Cap Value Fund1.09%
WMCVXWasatch Small Cap Value Fund1.16%
LMPFXClearBridge Growth Fund1.13%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
MEFAXMassMutual Mid Cap Growth Fund1.11%
MIRTXMassachusetts Investors Trust0.95%
POGRXPRIMECAP Odyssey Growth Fund0.66%
AMAGXAmana Growth Fund0.61%
FCAKXFidelity Capital Appreciation Fund0.66%
ASMMXInvesco Summit Fund1.23%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
FADTXFidelity Advisor Technology Fund0.55%
WSMRXWilliam Blair Small-Mid Cap Growth Fund0.94%
MFRKXMFS Research Fund0.46%
NBMBXNeuberger Berman Mid Cap Growth Fund1.05%
JLCNXFundamental Large Cap Core Fund0.65%
ICEQXMacquarie Core Equity Fund0.74%
MSCJXMercer US Small/Mid Cap Equity Fund1.00%
ABSZXAB Discovery Value Fund0.81%
LGLAXLord Abbett Growth Leaders Fund0.90%
CCASXCONESTOGA SMALL CAP FUND1.10%
ISTNXMacquarie Science and Technology Fund1.42%
HIACXHARTFORD CAPITAL APPRECIATION HLS FUND0.67%
VLIFXVALUE LINE MID CAP FOCUSED FUND, INC.1.07%
FHZTXFidelity Large Cap Stock Fund1.02%
ITHTXTHE HARTFORD CAPITAL APPRECIATION FUND0.80%
NICSXNicholas Fund, Inc.0.70%
ACGIXInvesco Growth and Income Fund0.78%
HIADXHARTFORD DIVIDEND AND GROWTH HLS FUND0.66%
PLVJXLargeCap Value Fund III0.94%
TRSSXT. Rowe Price Institutional Small-Cap Stock Fund$1M min0.66%
LAMHXLord Abbett Dividend Growth Fund0.59%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
DSEFXDomini Impact Equity Fund1.04%
LAFTXLORD ABBETT AFFILIATED FUND INC0.44%

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