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Sunday, December 6, 2009, 2:42AM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Morgan Stanley Balanced C (BGRCX)On Dec 4: 11.97  Up 0.02 (0.17%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:12.70%
5-Year Average Return:1.66%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):10.98%
Worst 1-Yr Total Return (2008):-25.25%
Best 3-Yr Total Return (2004-6):9.12%
Worst 3-Yr Total Return (2006-8):-5.13%
LOAD ADJUSTED RETURNS 
1-Year:-0.90%
3-Year:-2.52%
5-Year:2.35%
10-Year:2.67%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnBGRCXCategoryDiffIndex*Diff
Year To Date12.7018.16-5.46N/AN/A
1-Month-2.05-1.24-0.81N/AN/A
3-Month6.304.711.59N/AN/A
1-Year10.2315.73-5.5N/AN/A
3-Year-3.79-2.66-1.13N/AN/A
5-Year1.662.10-0.44N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)34.3233.321N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-8.38-8.510.13N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearBGRCXCategoryDiff
2009N/AN/AN/A
2008
 
-25.25-28.002.75
2007
 
2.945.99-3.05
2006
 
10.9811.29-0.31
2005
 
6.795.131.66
2004
 
9.638.860.77
2003
 
18.5520.35-1.80
2002
 
-12.22-12.02-0.20
2001
 
0.46-5.055.51
2000
 
5.031.823.21
1999
 
2.1010.71-8.61
PAST QUARTERLY RETURNS (%) FOR BGRCX 
Q1Q2Q3Q4
2009-9.849.9916.02N/A
2008-7.31-3.51-3.91-13.02
20070.304.83-0.50-1.61
20061.42-0.214.804.63
2005-0.392.343.571.15
20041.480.000.927.04
2003-3.5812.020.978.70
20021.81-6.60-11.694.54
2001-1.003.93-8.186.34
2000-2.17-5.006.496.14
1999N/AN/AN/A3.03
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1017121183.98
1-Month943125874.96
3-Month188125614.97
6-Month463122037.95
1-Year746120461.96
3-Year51095053.68
5-Year36579645.85

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