Morgan Stanley Inst Balanced P
One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868
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Phone: 800-548-7786
| Category: | Moderate Allocation | | Fund Family: | Morgan Stanley | | Net Assets: | 35.20M | | Year-to-Date Return: | -11.75% | | Yield: | 2.57% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-96 |
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Francine Bovich
Lead Manager since
19-Jun-02 | | | Bovich joined Morgan Stanley Asset Management in April 1993 as a principal and head of the companys institutional-equity group. Previously, she had been a principal and executive vice president of Westwood Management Corporation. Prior to that, she was a managing director of Citicorp Investment Management, where she headed the institutional investment management group. Bovich serves as the U.S. Representative to the United Nations Investment Committee. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks above-average total return over a market cycle of three to five years. The fund invests in a mix of equity and fixed income securities. It normally invests 45 to 75% of assets in equity securities and 25 to 55% of assets in fixed income securities. The fund may invest up to 30% of assets in securities of foreign issuers, including issuers located in emerging market countries. It may invest up to 10% of assets in real estate investment trusts. The fund may also invest up to 20% of assets in public bank loans made by banks or other financial institutions. |
| Last Dividend
(2-Jul-08):
| 0.07 | | Last Cap Gain
(21-Dec-00):
| 0.67 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 71.15% |
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| Expense | MBAAX | Category
Avg | | Total Expense Ratio: | 0.87%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$290 | $626 | | 5 Yr Expense Projection*: |
$504 | $953 | | 10 Yr Expense Projection*: |
$1,120 | $1,864 |
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0.27%
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