Nasdaq - Delayed Quote USD
Morgan Stanley Insight I (CPODX)
48.91
+1.20
+(2.52%)
At close: 8:01 PM EST
Top 10 Holdings (57.64% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCPODX
Technology 53.33%
Consumer Cyclical 24.35%
Communication Services 12.31%
Healthcare 9.81%
Real Estate 0.19%
Basic Materials 0.00%
Consumer Defensive 0.00%
Financial Services 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
Overall Portfolio Composition (%)
| Cash | 0.95% |
| Stocks | 93.90% |
| Bonds | 0.00% |
| Others | 5.10% |
| Preferred | 0.05% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | CPODX | Category Average |
|---|---|---|
| Price/Earnings | 0 | 34.82 |
| Price/Book | 0.14 | 8.34 |
| Price/Sales | 0.26 | 4.62 |
| Price/Cashflow | 0.04 | 23.95 |
| Median Market Cap | 29,443.89 | 310,214.47 |
| 3 Year Earnings Growth | 0 | 23.61 |
Bond Holdings
| Average | CPODX | Category Average |
|---|---|---|
| Maturity | -- | 3.63 |
| Duration | -- | 2.73 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 49.07% |
| 5y Average Return | 13.01% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.43 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Morgan Stanley |
| Net Assets | 1.25B |
| YTD Return | 22.16% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 12, 2019 |
Fund Summary
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.
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