Morgan Stanley Inst US Sm Cp Value I
One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868
Map
Phone: 800-548-7786
| Category: | Small Value | | Fund Family: | Morgan Stanley | | Net Assets: | 506.21M | | Year-to-Date Return: | -26.37% | | Yield: | 0.31% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-86 |
|
Richard Glass
Lead Manager since
01-Oct-03 | | | Glass has been associated with Morgan Stanley Investment Mgt Inc. in an investment management capacity since October 2001 and began managing the Morgan Stanley Institutional US Sm Mid Cap Value portfolio at its inception in September 2007. Glass holds the Chartered Financial Analyst designation. |
| 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 of three to five years. The fund invests primarily in common stocks of companies traded on a U.S. securities exchange. The Advisor seeks undervalued stocks relative to the competitive and market conditions within each industry. The fund may invest in non-dividend paying stocks if conditions warrant. It may also invest in foreign equities. |
| Last Dividend
(20-Dec-07):
| 0.06 | | Last Cap Gain
(20-Dec-07):
| 3.18 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 84.20% |
|
| Expense | MPSCX | Category
Avg | | Total Expense Ratio: | 0.84%
| 1.52% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$268 | $693 | | 5 Yr Expense Projection*: |
$466 | $1,059 | | 10 Yr Expense Projection*: |
$1,037 | $2,055 |
|
|
6.54% Nasdaq 
Profile
