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Thursday, December 24, 2009, 10:45AM ET - U.S. Markets close early today in 2 hours and 15 minutes for Christmas Eve. Dow Up 0.40% Nasdaq Up 0.45%
Morgan Stanley Balanced I (BGRDX)On Dec 23: 11.94  Up 0.03 (0.25%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:18.26%
5-Year Average Return:3.00%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):12.07%
Worst 1-Yr Total Return (2008):-24.51%
Best 3-Yr Total Return (2004-6):10.21%
Worst 3-Yr Total Return (2006-8):-4.17%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnBGRDXCategoryDiffIndex*Diff
Year To Date18.2622.21-3.95N/AN/A
1-Month4.103.580.52N/AN/A
3-Month6.605.740.86N/AN/A
1-Year21.3526.14-4.79N/AN/A
3-Year-1.88-2.180.3N/AN/A
5-Year3.002.200.8N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)35.1933.991.2N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-7.42-9.131.71N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearBGRDXCategoryDiff
2009N/AN/AN/A
2008
 
-24.51-28.003.49
2007
 
4.015.99-1.98
2006
 
12.0711.290.78
2005
 
7.865.132.73
2004
 
10.758.861.89
2003
 
19.7720.35-0.58
2002
 
-11.40-12.020.62
2001
 
1.49-5.056.54
2000
 
6.141.824.32
1999
 
3.0010.71-7.71
PAST QUARTERLY RETURNS (%) FOR BGRDX 
Q1Q2Q3Q4
2009-9.6310.1916.36N/A
2008-7.09-3.26-3.74-12.75
20070.565.11-0.25-1.34
20061.680.055.004.92
2005-0.162.673.761.40
20041.750.251.187.31
2003-3.2512.211.318.89
20022.05-6.44-11.394.71
2001-0.774.19-8.006.71
2000-1.84-4.746.676.41
1999N/AN/AN/A3.21
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date982118482.94
1-Month1159123394.00
3-Month1069122986.98
6-Month9612087.95
1-Year808118368.30
3-Year44193247.32
5-Year25378432.27

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