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Morgan Stanley Multi Cap Growth A (CPOAX) Fund Ranking and Research

Ranking, Research and Recommendation of Morgan Stanley Multi Cap Growth A (CPOAX) Fund

    Last Trade: $32.08 on 12/19/2014, Change: +0.23 (0.72%)

 

Graph of Morgan Stanley Multi Cap Growth A Fund (CPOAX) ManagerFund Manager - Dennis P. Lynch

Fund Manager Information

Fund Manager Tenure: 12.2 years
Similar Funds: CPOBX  CPOCX  CPODX 
Fund Family: Morgan Stanley
Fund Category: Large Growth
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of Morgan Stanley Multi Cap Growth A Fund (CPOAX) ProfileMorgan Stanley Multi Cap Growth A Fund (CPOAX) Profile

Fund Profile and Description

Morgan Stanley Multi Cap Growth A Fund seeks long-term capital appreciation. Morgan Stanley Multi Cap Growth A Fund normally invests at least 65% of assets in a portfolio of common stocks of companies with market capitalizations within the capitalization range of the companies comprising the Russell 3000 Growth Index. It may also invest up to 25% of assets in foreign equity securities, which can include emerging market securities.

 

Morgan Stanley Multi Cap Growth A (CPOAX) Fund Strength What we like about Morgan Stanley Multi Cap Growth A (CPOAX) Fund

Data for Morgan Stanley Multi Cap Growth A Fund (CPOAX) as of Nov 29, 2014

  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) management has been with Morgan Stanley Multi Cap Growth A Fund for 12.2 years
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has good mid-term performance (3-year return 20.09% vs 19.48% Large Growth category median performance)
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has good Long-term performance (5-year return 16.93% vs 15.03% Large Growth category median performance)
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has an annual stock turnover rate of 35.00% vs Large Growth average of 49.17%. It is good that Morgan Stanley Multi Cap Growth A management does not trade extensively for its return.

Morgan Stanley Multi Cap Growth A Fund (CPOAX) Weakness What we are cautious about Morgan Stanley Multi Cap Growth A (CPOAX) Fund

Data for Morgan Stanley Multi Cap Growth A Fund (CPOAX) as of Nov 29, 2014

  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has a less-than-ideal short-term performance (1-year return 12.66% vs 14.49% Large Growth category median performance)
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has a Morningstar rating of 3 and below
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) is less safe compared to its Large Growth peers
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.08 that is higher than category average of 10.99
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has a higher expense ratio of 1.30% than its Large Growth average of 1.20%
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) carries a 5.25% load
See Morgan Stanley Multi Cap Growth A Fund (CPOAX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare Morgan Stanley Multi Cap Growth A Fund (CPOAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Morgan Stanley Multi Cap Growth A6.8112.6620.0916.93
American Funds AMCAP R6 (RAFGX)13.1915.8821.6516.60Compare
AllianceBern Core Opportunities Advisor (ADGYX)12.6915.6320.6117.01Compare
Voya Russell Large Cap Growth Index A (IRLAX)13.8516.8319.4815.11Compare

See top fund managers for Large Growth Category Funds

 

Compare Morgan Stanley Multi Cap Growth A Fund (CPOAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P 500 Growth Index (IVW)15.81%19.50%20.79%
PowerShares Fundamental Pure La (PXLG)17.08%19.45%21.13%
Schwab U.S. Large-Cap Growth ETF (SCHG)16.31%19.20%21.72%
SPDR S&P 500 Growth ETF (SPYG)15.64%18.85%20.88%
iShares Morningstar Large Growth Index (JKE)15.86%18.77%21.41%

 

Graph of Morgan Stanley Multi Cap Growth A Fund (CPOAX) Net Asset TrackingMorgan Stanley Multi Cap Growth A (CPOAX) Fund Net Asset

Track net asset change of Morgan Stanley Multi Cap Growth A fund (CPOAX)

DateNet Asset
11/2014$381.96M
10/2014$380.50M
09/2014$383.99M
More historic net asset information on Morgan Stanley Multi Cap Growth A Fund (CPOAX)

  

Graph of Morgan Stanley Multi Cap Growth A Fund (CPOAX) Portfolio TrackingMorgan Stanley Multi Cap Growth A (CPOAX) Fund Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Multi Cap Growth A fund (CPOAX)

DateCashStockBondOther
09/20147.65%90.59%0%0%
06/20140.53%97.65%0%0%
03/20148.1%91.31%0%0.59%
Click here to see more historic asset allocation information on Morgan Stanley Multi Cap Growth A Fund (CPOAX)

 

graph of Morgan Stanley Multi Cap Growth A Fund (CPOAX) Top 10 Position TrackingTop 10 Holdings in Morgan Stanley Multi Cap Growth A (CPOAX) Fund

Discover what Morgan Stanley Multi Cap Growth A Fund (CPOAX) manager is buying

Sep 29, 2014
Facebook, Inc. [8.34%]
Amazon.com, Inc. [7.51%]
Illumina, Inc. [5.04%]
Twitter, Inc. Common Stock [4.62%]
Google Inc. [4.39%]
Intuitive Surgical, Inc. [4.06%]
Tesla Motors, Inc. [3.64%]
The Priceline Group Inc. [3.61%]
athenahealth, Inc. [3.53%]
Salesforce.com Inc Common Stock [3.11%]

Jun 29, 2014
Facebook, Inc. [8.34%]
Amazon.com, Inc. [7.75%]
Illumina, Inc. [6.13%]
Google Inc. [4.48%]
Twitter, Inc. Common Stock [3.96%]
The Priceline Group Inc. [3.84%]
Intuitive Surgical, Inc. [3.7%]
Tesla Motors, Inc. [3.69%]
athenahealth, Inc. [3.43%]
Salesforce.com Inc Common Stock [3.21%]

Mar 30, 2014
Google Inc. [7.8%]
Amazon.com, Inc. [7.73%]
Facebook, Inc. [7.32%]
Illumina, Inc. [4.86%]
athenahealth, Inc. [4.08%]
The Priceline Group Inc. [3.74%]
Intuitive Surgical, Inc. [3.26%]
Mastercard Incorporated Common [3.09%]
The Advisory Board Company [3.07%]
VALEANT PHARMACEUTICALS INTL IN [3.05%]
Click here for Stock Holding Change Map in Morgan Stanley Multi Cap Growth A Fund (CPOAX)

  

Latest News on Morgan Stanley Multi Cap Growth A (CPOAX) Fund

See what is happening with Morgan Stanley Multi Cap Growth A Fund (CPOAX)

 

Morgan Stanley Multi Cap Growth A Fund (CPOAX) Related ResourcesSee more information on Morgan Stanley Multi Cap Growth A (CPOAX) Fund

Popular pages on Morgan Stanley Multi Cap Growth A (CPOAX) Fund