Morgan Stanley Inst US Md Cp Value I
One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868
Map
Phone: 800-548-7786
| Category: | Mid-Cap Blend | | Fund Family: | Morgan Stanley | | Net Assets: | 84.10M | | Year-to-Date Return: | -33.93% | | Yield: | 1.11% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-94 |
|
James A. Gilligan
Lead Manager since
30-Sep-03 | | | 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: | $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 |
|
| |
| The investment seeks above-average total return over a market cycle. The fund normally invests 80% of assets in common stocks with capitalizations generally in the range of companies included in the Russell Midcap Value index. It may also invest up to 20% of assets in securities of foreign issuers. When selling securities, the advisor considers appreciation to fair value, changes in economic or market trends and fundamental change in the company. The fund may invest up to 20% of assets in Real Estate Investment Trusts. |
| Last Dividend
(20-Dec-07):
| 0.25 | | Last Cap Gain
(21-Dec-00):
| 3.22 | | Annual Holdings Turnover
| 87.00% | | Average for Category:
| 91.13% |
|
| Expense | MPMVX | Category
Avg | | Total Expense Ratio: | 0.89%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$287 | $654 | | 5 Yr Expense Projection*: |
$498 | $1,012 | | 10 Yr Expense Projection*: |
$1,108 | $1,941 |
|
|
6.54% Nasdaq 
Profile
