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Morgan Stanley Cap Opportunities Tr Insight Fund Class A: (MF: CPOAX)

(NASDAQ Mutual Funds) As of Jun 26, 2019 08:15 PM ET

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$43.82 USD

-1.14 (-2.54%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of May 31, 2019

Total Return %* Percentile Rank Objective
YTD 26.58 1
3 months 4.30 3
6 months 15.59 1
1 Year 20.70 1
3 Year 28.30 1
5 Year 18.69 1
10 Year 19.29 1

* Annual for three years and beyond.

Zacks Premium Research for CPOAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 18.65
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 5/31/2019 633.29
%Turnover 5/31/2019 73.00

Risk

3 Year 5 Year 10 Year
Beta 1.06 1.11 1.09
Alpha 15.07 7.96 4.13
R Squared 0.54 0.62 0.66
Std. Dev. 16.98 16.52 17.03
Sharpe 1.67 1.17 2.00

Sector / Country Weightings

As of 5/31/2019 % of Portfolio
Technology 44.14
Retail Trade 16.81
Other 14.46
Health 10.58
Services 8.57
Non-Durable 3.87
Consumer Durables 1.57

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2019)
% of Portfolio Value (Mil$)
NA 10.12 131.71
AMAZON COM 7.33 95.40
ILLUMINA INC 4.91 63.92
MONGODB INC 4.89 63.62
INTUITIVE SURGICAL INC 4.72 61.47
COUPA SOFTWARE INC 4.72 61.42
VEEVA SYSTEMS INC 4.64 60.40
SPOTIFY TECHNOLOGY SA 4.57 59.47
TWITTER INC 3.79 49.37

Stock Holding % of Net Assets

As Of 2/28/2019
Total Issues 45
Avg. P/E NA
Avg. P/Book 6.53
Avg. EPS Growth NA
Avg. Market Value (Mil $) 101,897

Allocation

% of Portfolio
Large Growth 46.84
Large Value 0.00
Small Growth 15.92
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 18.59
Foreign Bond 0.00
High Yield Bond 0.00