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Ms Insight Fund Class L: (MF: CPOCX)
(NASDAQ Mutual Funds) As of Sep 19, 2025 08:00 PM ET
$21.47 USD
+0.22 (1.04%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.65 | 1 |
| 3 months | 13.77 | 4 |
| 6 months | 21.95 | 1 |
| 1 Year | 68.06 | 1 |
| 3 Year | 28.69 | 1 |
| 5 Year | 2.42 | 98 |
| 10 Year | 16.10 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 181.62 |
| Bear Market (10/07 - 2/09) | -54.23 |
| Bull Market (2/09 - 3/21) | 1,525.54 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 70.13 |
| 5 Year | 5.16 |
| 10 Year | 15.12 |
| Since Inception | 10.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.47 | 28.70 | NA | NA |
| 2024 | 6.55 | -7.43 | 14.95 | 28.43 |
| 2023 | 18.83 | 12.82 | -6.30 | 21.05 |
| 2022 | -27.12 | -41.57 | 3.46 | -12.90 |
| 2021 | -0.61 | 12.68 | -7.67 | -10.03 |
| 2020 | -4.33 | 59.09 | 22.49 | 15.29 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.65 | 45.62 | 52.07 | -61.63 | -6.98 | 114.95 | 32.42 | 11.58 | 46.94 | -4.43 | 7.35 |
| % Total Return Rel to Index | 11.86 | 20.60 | 25.83 | -43.42 | -35.66 | 96.55 | 0.93 | 15.97 | 25.14 | -16.37 | 5.96 |
| % Total Return Rel to Peer | 13.60 | 26.23 | 29.07 | -41.93 | -29.04 | 95.03 | 4.00 | 18.44 | 26.26 | -12.25 | 8.95 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 1.48 | 2.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 8.96 | 9.82 | 7.32 | 2.97 | 3.07 | 9.18 | 2.73 | 2.82 |
| Expense Ratio | 0.00 | 1.64 | 1.59 | 1.62 | 1.53 | 1.52 | 1.63 | 1.62 | 1.76 | 1.77 | 1.76 |
* 1 = Top 20%, 5 = Bottom 20%