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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: $34.42 on 8/29/2014, Change: +0.21 (0.61%)

 

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

Fund Manager Information

Fund Manager Tenure: 11.8 years
Similar Funds: CPOBX  CPOCX  CPODX 
Fund Family: Morgan Stanley
Fund Category: Large Growth
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: C (Score: 0.54)     (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 Jul 30, 2014

  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) management has been with Morgan Stanley Multi Cap Growth A Fund for 11.8 years
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has good short-term performance (1-year return 22.76% vs 17.63% Large Growth category median performance)
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has good Long-term performance (5-year return 18.50% vs 15.72% 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 50.19%. 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 Jul 30, 2014

  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has a less-than-ideal mid-term performance (3-year return 12.68% 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 17.77 that is higher than category average of 14.3
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has a higher expense ratio of 1.30% than its Large Growth average of 1.21%
  • 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 Jul 30, 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 A-0.1122.7612.6818.50
American Funds AMCAP R6 (RAFGX)7.2321.5618.1017.63Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)3.7818.1516.660Compare
Hodges Blue Chip 25 Retl (HDPBX)5.2722.7216.980Compare

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
Rydex S&P 500 Pure Growth (RPG)8.92%25.02%18.65%
iShares Morningstar Large Growth Index (JKE)6.61%22.97%16.78%
RP Focused Large Cap Growth ETF (RWG)4.60%22.54%14.60%
RBS NASDAQ 100 Trendpilot ETN (TNDQ)4.52%21.68%NaN
PowerShares Fundamental Pure La (PXLG)9.05%21.63%16.99%

 

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
07/2014$379.47M
06/2014$376.81M
03/2014$408.23M
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
03/20148.1%91.31%0%0.59%
12/20135.07%94.88%0%0.05%
09/20133.67%96.33%0%0%
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

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%]

Dec 30, 2013
Amazon.com, Inc. [7.88%]
Facebook, Inc. [7.86%]
Google Inc. [7.31%]
Illumina, Inc. [4.02%]
priceline.com Incorporated [3.84%]
athenahealth, Inc. [3.67%]
Mastercard Incorporated Common [3.64%]
Visa Inc. [3.3%]
Corporate Executive Board Compa [3.27%]
The Advisory Board Company [3.2%]

Sep 29, 2013
Facebook, Inc. [9.21%]
Amazon.com, Inc. [7.17%]
Google Inc. [6.28%]
priceline.com Incorporated [3.87%]
Corporate Executive Board Compa [3.56%]
The Advisory Board Company [3.47%]
athenahealth, Inc. [3.44%]
Illumina, Inc. [3.41%]
Mastercard Incorporated Common [3.4%]
Visa Inc. [3.28%]
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