Morgan Stanley FX Alpha Strategy A
522 Fifth Avenue New York NY 10020
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Phone: 800-869-6397
| Category: | Currency | | Fund Family: | Morgan Stanley | | Net Assets: | 18.56M | | Year-to-Date Return: | 1.53% | | Yield: | 0.66% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Aug-07 |
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Chris Callan
Lead Manager since
15-Aug-07 | | | Callan is a member of the Structured Products and Derivatives team. He joined Morgan Stanley in 2004 and has nine years of investment industry experience. Callan joined the firm working with the FX quantitative trading strategy team before joining the SPD team in 2006. Prior to this, he worked at Nikko Europe, Sanwa International and Bear Stearns International. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | $25,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide total return. The fund invests at least 80% of assets in foreign currency through currency forwards and other currency transactions. It may invest in money market instruments of U.S. and foreign financial and non-financial corporations, obligations of foreign governments and obligations of the U.S. government and its agencies and instrumentalities. The fund is nondiversified. |
| Last Dividend
(21-Dec-07):
| 0.16 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| N/A |
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| Expense | FXAAX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.69% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 2.25%
| 3.60% | | Max Deferred Sales Load: | 0.00%
| 0.94% | | 3 Yr Expense Projection*: |
$2,907 | $1,273 | | 5 Yr Expense Projection*: |
$4,485 | $2,102 | | 10 Yr Expense Projection*: |
$7,809 | $4,002 |
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