Morgan Stanley Equally-Wtd S&P 500 I
522 Fifth Avenue Jersey City NJ 07311
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Phone: 800-869-6397
| Category: | Large Blend | | Fund Family: | Morgan Stanley | | Net Assets: | 337.27M | | Year-to-Date Return: | -11.58% | | Yield: | 1.57% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-97 |
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Teimur Abasov
Lead Manager since
31-Oct-07 | | | Abasov is a vice president and portfolio manager of the company, he has been associated with the Morgan Stanley Investm. Adv Inc. in an investment management capacity since 2005. Prior to 2005, he worked as a professor at the University of California, Irvine. |
| 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 to achieve a high level of total return. The fund invests in a diversified portfolio of common stocks represented in the Standard & Poor's 500 Composite Stock Price index. It generally invests in each stock included in the S&P 500 in approximately equal proportions. The fund may invest in foreign securities represented in the S&P 500, including depositary receipts. It may also purchase and sell stock index futures. |
| Last Dividend
(14-Dec-07):
| 0.59 | | Last Cap Gain
(14-Dec-07):
| 4.19 | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 71.12% |
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| Expense | VADDX | Category
Avg | | Total Expense Ratio: | 0.38%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$122 | $576 | | 5 Yr Expense Projection*: |
$213 | $875 | | 10 Yr Expense Projection*: |
$480 | $1,735 |
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0.29% Nasdaq 
0.14%
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