CPOAX Rating, Research - Morgan Stanley Cap Opportunities A

Morgan Stanley Cap Opportunities A (cpoax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 203

Threats + Weaknesses = 97

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cpoax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Morgan Stanley Cap Opportunities A (CPOAX) Description: CPOAX is a mutual fund, which is an investment that owns a basket of assets. The CPOAX mutual fund was provided by Morgan and this investment vehicle derives the majority of its value from equity holdings (stocks). Morgans mutual fund has a medium management tenure and is in the average fund size classification. CPOAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. CPOAXs expense ratio is roughly 1%. The latest CPOAXs front end load was 5% and the back end load was 0%. The Morgan Stanley Cap Opportunities A (CPOAX) mutual fund falls under the large-cap growth category. CPOAX focuses its investments in USA and CPOAX is not affiliated with a particular industry or fund sector. The Morgan Stanley Cap Opportunities A (CPOAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CPOAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CPOAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks reasonable income; capital appreciation is a secondary consideration. The fund normally invests at least 80% of assets in equity securities (see equity research). It normally invests primarily in income-producing equity securities (see equity research). The fund potentially invests in other types of equity securities (see equity research) and debt securities, including lower quality debt securities. The fund invests in both domestic and foreign issuers.

Management Analysis Update

Performance Analysis Update