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Wednesday, December 30, 2009, 8:38PM ET - U.S. Markets Closed. Dow Up 0.03% Nasdaq Up 0.13%
Morgan Stanley Inst Balanced Instl (MPBAX)On Dec 30: 12.07  Up 0.01 (0.08%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:22.33%
5-Year Average Return:4.24%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2007):13.58%
Worst 1-Yr Total Return (2008):-28.42%
Best 3-Yr Total Return (2005-7):10.94%
Worst 3-Yr Total Return (2006-8):-3.25%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMPBAXCategoryDiffIndex*Diff
Year To Date22.3322.210.12N/AN/A
1-Month4.163.580.58N/AN/A
3-Month7.125.741.38N/AN/A
1-Year24.8926.14-1.25N/AN/A
3-Year0.10-2.182.28N/AN/A
5-Year4.242.202.04N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)31.4733.99-2.52N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-7.50-9.131.63N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMPBAXCategoryDiff
2009N/AN/AN/A
2008
 
-28.42-28.00-0.42
2007
 
13.585.997.59
2006
 
11.4111.290.12
2005
 
7.905.132.77
2004
 
8.558.86-0.31
2003
 
20.4020.350.05
2002
 
-13.29-12.02-1.27
2001
 
-5.37-5.05-0.32
2000
 
-0.721.82-2.54
1999
 
16.2910.715.58
PAST QUARTERLY RETURNS (%) FOR MPBAX 
Q1Q2Q3Q4
2009-4.3310.2412.23N/A
2008-6.54-2.06-10.53-12.60
20071.515.055.111.33
20062.48-1.424.255.78
2005-1.832.724.142.75
20041.940.04-0.506.97
2003-1.7411.332.007.90
2002-0.64-8.04-11.477.20
2001-5.422.31-7.265.45
20004.11-2.221.20-3.62
1999N/AN/AN/A11.40
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date674118456.93
1-Month1035123383.94
3-Month270122921.97
6-Month495120840.98
1-Year652118355.11
3-Year14193215.13
5-Year727849.18

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