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Mutual Fund Insights: Morgan Stanley Cap Opportunities I Fund (CPODX)

In-depth Analysis of Morgan Stanley Cap Opportunities I Fund (CPODX)

Mutual fund chart: Morgan Stanley Cap Opportunities I Fund (CPODX)

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See Morgan Stanley Cap Opportunities I Fund (CPODX) performance details as of January 31, 2010

  

    Last Trade: $21.60 on 3/19/2010, Change: -0.22 (-1.01%)
Experiment our closing price forecasting tool for Morgan Stanley Cap Opportunities I Fund (CPODX) (alpha release)

  

Fund Manager - Dennis P. Lynch

Fund Manager Tenure: 7.5 years   [Similar Funds: CPOAX  CPOBX  CPOCX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Dennis joined Morgan Stanley in 1998 and has 15 years of investment experience. He is the team leader for New York based Growth investing. Prior to joining the Firm, he worked as a sell side analyst for JP Morgan Securities. Dennis received a BA from Hamilton College in Political Science and an MBA, with honors, from Columbia University in Finance.  Get more insights on Dennis P. Lynch

  

What we like about Morgan Stanley Cap Opportunities I Fund (CPODX) What we like about Morgan Stanley Cap Opportunities I Fund (CPODX)

Data for Morgan Stanley Cap Opportunities I Fund (CPODX) as of January 31, 2010

  • Morgan Stanley Cap Opportunities I Fund (CPODX) management has been with Morgan Stanley Cap Opportunities I Fund for 7.5 years
  • Morgan Stanley Cap Opportunities I Fund (CPODX) has good short-term performance (1-year return 57.90% vs 35.76% Large Growth category average)
  • Morgan Stanley Cap Opportunities I Fund (CPODX) has good mid-term performance (3-year return -2.71% vs -5.20% Large Growth category average)
  • Morgan Stanley Cap Opportunities I Fund (CPODX) has good Long-term performance (5-year return 5.82% vs 0.87% Large Growth category average)
  • Morgan Stanley Cap Opportunities I Fund (CPODX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Cap Opportunities I Fund (CPODX) has a lower management fee than its Large Growth average: 1.08% vs 1.33%
  • Morgan Stanley Cap Opportunities I Fund (CPODX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Morgan Stanley Cap Opportunities I Fund (CPODX) What we are cautious about Morgan Stanley Cap Opportunities I Fund (CPODX)

Data for Morgan Stanley Cap Opportunities I Fund (CPODX) as of January 31, 2010

  • Morgan Stanley Cap Opportunities I Fund is a focused fund with 52.02% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Morgan Stanley Cap Opportunities I Fund (CPODX) has a Morningstar rating of 3 and below
  • Morgan Stanley Cap Opportunities I Fund (CPODX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.36 that is higher than category average of 21.28
See Morgan Stanley Cap Opportunities I Fund (CPODX) performance details as of January 31, 2010

  

  

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Morgan Stanley Cap Opportunities I Fund (CPODX) Net Asset

Track net asset change of Morgan Stanley Cap Opportunities I fund (CPODX)

DateNet Asset
01/2010$26.89M
11/2009$28.55M
10/2009$27.09M
More historic net asset information on Morgan Stanley Cap Opportunities I Fund (CPODX)

  

Morgan Stanley Cap Opportunities I Fund (CPODX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Cap Opportunities I fund (CPODX)

DateCashStockBondOther
09/20095.36%94.64%0%0%
06/20091.3%98.7%0%0%
03/20090%100%0%0%
Click here to see more historic asset allocation information on Morgan Stanley Cap Opportunities I Fund (CPODX)

  

Most Recent Top 10 Holdings in Morgan Stanley Cap Opportunities I Fund (CPODX)

Discover what Morgan Stanley Cap Opportunities I Fund (CPODX) manager is buying

30-Sep-09
Google Inc. [6.54%]
Apple Inc. [6.48%]
Amazon.com, Inc. [6.17%]
Tencent Hldgs Limi [5.86%]
GREENHILL & CO [4.57%]
MONSANTO COMPANY [4.3%]
ULTRA PETROLEUM CORP [4.21%]
MASTERCARD INC [3.96%]
BROOKFIELD ASSET MGT [3.82%]
Baidu, Inc. [3.71%]

30-Jun-09
Amazon.com, Inc. [6.79%]
Google Inc. [6.65%]
Apple Inc. [5.63%]
MONSANTO COMPANY [5.08%]
Tencent Holdings Ltd. [5.02%]
SOUTHWESTERN ENERGY [4.65%]
GREENHILL & CO [4.48%]
MASTERCARD INC [4.03%]
ULTRA PETROLEUM CORP [4.01%]
Illumina, Inc. [3.73%]

31-Mar-09
MONSANTO COMPANY [7.77%]
Amazon.com, Inc. [7.76%]
Google Inc. [7.16%]
GREENHILL & CO [5.98%]
Apple Inc. [5.53%]
MASTERCARD INC [5.27%]
SOUTHWESTERN ENERGY [4.91%]
ULTRA PETROLEUM CORP [4.82%]
Illumina, Inc. [4.66%]
Tencent Holdings Ltd. [4.18%]
Click here for Stock Holding Change Map in Morgan Stanley Cap Opportunities I Fund (CPODX)

  

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