Morgan Stanley Inst Mid Cap Growth I One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868 Map
Phone: 800-548-7786
| Category: | Mid-Cap Growth | | Fund Family: | Morgan Stanley | | Net Assets: | 1.30B | | Year-to-Date Return: | -41.16% | | Yield: | 0.83% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-90 |
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Dennis P. Lynch
Lead Manager since
18-Jan-02 | | | Lynch is the team leader for New York-based U.S. Growth investing. Lynch joined Morgan Stanley in 1998. Prior to joining the firm, Lynch worked as a sell-side analyst for JPMorgan Securities. |
| Min Initial Investment: | $5,000,000 | | 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 long-term capital growth. The fund primarily invests in growth-oriented equity securities of U.S. and non-U.S. mid cap companies and foreign companies. It normally invests in common stocks of mid cap companies. The fund may invest up to 25% of net assets in securities of foreign issuers, including issuers located in emerging market countries. |
| Last Dividend
(20-Dec-07):
| 0.16 | | Last Cap Gain
(21-Dec-00):
| 3.86 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 118.51% |
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| Expense | MPEGX | Category Avg | | Total Expense Ratio: | 0.63%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$202 | $697 | | 5 Yr Expense Projection*: |
$351 | $1,075 | | 10 Yr Expense Projection*: |
$786 | $2,114 |
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