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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: $32.93 on 7/21/2014, Change: +0.05 (0.15%)

 

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

Fund Manager Information

Fund Manager Tenure: 11.7 years
Similar Funds: CPOBX  CPOCX  CPODX 
Fund Family: Morgan Stanley
Fund Category: Large Growth
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: B (Score: 0.63)     (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 Jun 29, 2014

  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) management has been with Morgan Stanley Multi Cap Growth A Fund for 11.7 years
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has good short-term performance (1-year return 35.22% vs 26.12% Large Growth category median performance)
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has good Long-term performance (5-year return 20.82% vs 17.66% 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 a Morningstar rating of 4 and above
  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has an annual stock turnover rate of 35.00% vs Large Growth average of 60.10%. 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 Jun 29, 2014

  • Morgan Stanley Multi Cap Growth A Fund (CPOAX) has a less-than-ideal mid-term performance (3-year return 14.33% vs 14.57% Large Growth category median performance)
  • 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 17.73 that is higher than category average of 14.37
  • 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 Jun 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 A1.3535.2214.3320.82
American Funds AMCAP R6 (RAFGX)8.9731.1818.0219.88Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)5.1627.3716.480Compare
Hodges Blue Chip 25 Retl (HDPBX)5.4727.0816.880Compare

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)10.45%34.48%18.41%
First Trust US IPO Index (FPX)6.47%34.45%24.41%
RP Focused Large Cap Growth ETF (RWG)2.13%31.26%13.67%
iShares Morningstar Large Growth Index (JKE)7.44%31.17%17.39%
RP Growth ETF (RPX)8.23%29.24%16.39%

 

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
06/2014$376.81M
03/2014$408.23M
02/2014$406.79M
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

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