Morgan Stanley Cap Opportunities C
C/O Morgan Stanley 522 Fifth Avenue Jersey City NJ 07311
Map
Phone: 800-869-6397
| Category: | Large Growth | | Fund Family: | Morgan Stanley | | Net Assets: | 27.22M | | Year-to-Date Return: | -25.46% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-97 |
|
Dennis P. Lynch
Lead Manager since
01-Oct-02 | | | Lynch is the team leader for New York-based U.S. Growth investing. He joined Morgan Stanley in 1998 and has 13 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for JPMorgan Securities. |
| 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 |
|
| |
| The investment seeks long-term capital appreciation. The fund will normally invest 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 may include emerging market securities. |
| Last Dividend
| N/A | | Last Cap Gain
(16-Dec-99):
| 0.88 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 98.66% |
|
| Expense | CPOCX | Category
Avg | | Total Expense Ratio: | 2.08%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$652 | $622 | | 5 Yr Expense Projection*: |
$1,119 | $957 | | 10 Yr Expense Projection*: |
$2,410 | $1,889 |
|
|
11.08% Nasdaq 0.00%
Profile
