Morgan Stanley Inst Value I
One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868
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Phone: 800-548-7786
| Category: | Large Value | | Fund Family: | Morgan Stanley | | Net Assets: | 67.87M | | Year-to-Date Return: | -31.87% | | Yield: | 2.99% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Nov-84 |
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B. Robert Baker, Jr.
Lead Manager since
30-Sep-03 | | | Baker is a managing director and portfolio manager with Morgan Stanley Investment Management Inc., his employer since 1991. Prior to that, he spent five years as a vice president and portfolio manager with Variable Annuity Life Insurance Company and seven years as an assistant vice president with Tenneco Financial Services. Baker 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 |
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| 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
(2-Oct-08):
| 0.08 | | Last Cap Gain
(20-Dec-07):
| 1.06 | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 60.91% |
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| Expense | MPVLX | Category
Avg | | Total Expense Ratio: | 0.63%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$202 | $591 | | 5 Yr Expense Projection*: |
$351 | $885 | | 10 Yr Expense Projection*: |
$786 | $1,741 |
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6.54% Nasdaq 
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