MS Insight Fund Class A (CPOAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.90: the stock has moved about 90% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerMS Insight Fund Class A (CPOAX) trades at $45.89. MS Insight Fund Class A (CPOAX) is a financial services company operating in the asset management industry. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CPOAX: CPOAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
MS Insight Fund Class A (CPOAX) Financial Services Profile
MS Insight Fund Class A (CPOAX) focuses on long-term capital appreciation by investing in established and emerging companies within the Russell 3000® Growth Index. Employing a bottom-up stock selection process, CPOAX competes in the asset management sector against firms offering similar growth-oriented investment strategies.
What Is the Investment Thesis for CPOAX?
The fund's bottom-up stock selection process aims to identify undervalued opportunities, potentially leading to above-average returns. A key value driver is the fund's ability to consistently identify and invest in companies with strong growth potential within the Russell 3000® Growth Index. The fund's performance is closely tied to the overall health of the equity markets and the performance of its underlying holdings. Ongoing market volatility and economic uncertainty pose potential risks to the fund's performance. However, the fund's diversified portfolio and active management approach may help mitigate these risks. The fund's success depends on its ability to maintain its competitive edge in stock selection and generate consistent returns for its investors.
Based on FMP financials and quantitative analysis
CPOAX Key Highlights
Market capitalization of $1.22 billion indicates a substantial asset base for investment.
- Beta of 1.90 suggests higher volatility compared to the market, indicating potentially larger price swings.
- The fund invests primarily in common stocks of companies within the Russell 3000® Growth Index capitalization range.
- The fund seeks long-term capital appreciation by investing in both established and emerging companies.
- A bottom-up stock selection process emphasizes individual company analysis for investment decisions.
Who Are CPOAX's Competitors?
CPOAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CPODX MS Insight Fund Class I | $57.45 | +0.56% | $1.31B | — |
| FSTKX Federated Hermes MDT Large Cap Value Fund Service Shares | $40.59 | +0.40% | $1.88B | — |
| FSTLX Federated Hermes MDT Large Cap Value Fund Class R6 | $40.59 | +0.40% | $1.88B | — |
| GCMAX Goldman Sachs Mid Cap Value Fund Class A | $38.79 | +0.86% | $1.72B | — |
| IUAEX JPMorgan International Unconstrained Equity Fund - A | $32.77 | +1.33% | $1.64B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CPOAX's Key Strengths?
Experienced investment team.
- Disciplined bottom-up stock selection process.
- Access to a wide range of research resources.
- Established brand name.
What Are CPOAX's Weaknesses?
High beta indicates higher volatility.
- Dependence on equity market performance.
- Management fees can be a drag on returns.
- Vulnerable to market downturns.
What Are the Key Risks for CPOAX?
Economic downturns and market volatility could negatively impact the fund's performance.
- Increased competition from passive investment strategies could lead to lower fees and reduced AUM.
- Changes in investor preferences could lead to outflows from the fund.
- Regulatory changes could increase compliance costs and limit investment options.
- A significant market correction could erode the fund's asset base.
What Are CPOAX's Competitive Advantages?
- Established track record in managing growth-oriented equity portfolios.
- Experienced investment team with expertise in bottom-up stock selection.
- Access to research and resources from a large financial institution.
- Brand recognition and reputation within the asset management industry.
What Does CPOAX Do?
MS Insight Fund Class A (CPOAX) is an investment fund managed with the objective of achieving long-term capital appreciation. The fund's strategy centers on investing primarily in common stocks of companies whose market capitalizations fall within the range of the Russell 3000® Growth Index at the time of purchase. This approach allows the fund to tap into both established and emerging companies demonstrating growth potential. The fund's investment adviser emphasizes a bottom-up stock selection process, which involves a detailed analysis of individual companies to identify attractive investment opportunities. This methodology prioritizes the fundamentals and prospects of each company, rather than relying solely on macroeconomic trends or top-down sector allocations. By focusing on individual company analysis, CPOAX aims to identify undervalued or overlooked companies with strong growth prospects. The fund operates within the broader asset management industry, catering to investors seeking capital appreciation through equity investments. CPOAX competes with other mutual funds and investment vehicles that offer similar growth-oriented strategies. The fund's performance is benchmarked against the Russell 3000® Growth Index, providing investors with a gauge of its relative success in achieving its investment objective. The fund's investment decisions are guided by a team of experienced investment professionals who conduct in-depth research and analysis to identify promising investment opportunities.
What Products and Services Does CPOAX Offer?
- Invest primarily in common stocks of companies within the Russell 3000® Growth Index capitalization range.
- Seek long-term capital appreciation through investments in established and emerging companies.
- Employ a bottom-up stock selection process to identify attractive investment opportunities.
- Manage a diversified portfolio of equity investments.
- Provide investment management services to individual and institutional investors.
- Benchmark performance against the Russell 3000® Growth Index.
How Does CPOAX Make Money?
- Generate revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the total value of the assets managed.
- Profitability depends on the fund's ability to attract and retain investors, as well as generate positive investment returns.
What Industry Does CPOAX Operate In?
MS Insight Fund Class A (CPOAX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. The rise of fintech and passive investing has disrupted traditional asset management models, requiring firms to adapt and innovate. CPOAX competes with other mutual funds, hedge funds, and exchange-traded funds (ETFs) that offer similar growth-oriented investment strategies. The fund's success depends on its ability to differentiate itself through superior stock selection, risk management, and investor service.
Who Are CPOAX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, such as pension funds, endowments, and foundations.
- Financial advisors who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
CPOAX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment team.
- Disciplined bottom-up stock selection process.
- Access to a wide range of research resources.
- Established brand name.
Bear Case
- High beta indicates higher volatility.
- Dependence on equity market performance.
- Management fees can be a drag on returns.
- Vulnerable to market downturns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CPOAX Latest News
No recent news available for CPOAX.
CPOAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CPOAX.
Price Targets
Wall Street price target analysis for CPOAX.
CPOAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CPOAX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About MS Insight Fund Class A (CPOAX) — Financials
What does MS Insight Fund Class A do?
MS Insight Fund Class A (CPOAX) is a mutual fund that aims to achieve long-term capital appreciation by investing primarily in the common stocks of both established and emerging companies. The fund focuses on companies within the capitalization range of the Russell 3000® Growth Index.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information as of 2026-03-17.