Morgan Stanley Balanced A
522 Fifth Avenue Jersey City NJ 07311
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Phone: 800-869-6397
| Category: | Moderate Allocation | | Fund Family: | Morgan Stanley | | Net Assets: | 109.29M | | Year-to-Date Return: | -4.26% | | Yield: | 2.50% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-97 |
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James A. Gilligan
Lead Manager since
30-Sep-02 | | | Gilligan is a managing director of Morgan Stanley Investment Advisors Inc, his employer since 1985. Previously, he spent four years with Gulf Oil Corporation, including two years as an auditor. Gilligan holds the Chartered Financial Analyst designation and the Certified Public Accountant designations. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital growth and reasonable current income. The fund normally invests at least 60% of assets in common stocks and securities convertible into common stocks and at least 25% of assets in fixed-income securities. It may invest up to 20% of net assets in foreign securities. The fund may invest up to 15% of net assets in REITs. |
| Last Dividend
(24-Mar-08):
| 0.09 | | Last Cap Gain
(14-Dec-07):
| 0.68 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 70.12% |
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| Expense | BGRAX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.77% | | 3 Yr Expense Projection*: |
$839 | $630 | | 5 Yr Expense Projection*: |
$1,069 | $963 | | 10 Yr Expense Projection*: |
$1,729 | $1,882 |
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0.65% Nasdaq 
0.27%
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