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Monday, December 28, 2009, 5:36PM ET - U.S. Markets Closed. Dow Up 0.26% Nasdaq Up 0.24%
Morgan Stanley Inst US Md Cp Value Inv (MPMIX)On Dec 28: 29.18  Down 0.07 (0.24%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:34.94%
5-Year Average Return:4.92%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):24.35%
Worst 1-Yr Total Return (2008):-39.87%
Best 3-Yr Total Return (2004-6):16.97%
Worst 3-Yr Total Return (2006-8):-6.81%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMPMIXCategoryDiffIndex*Diff
Year To Date34.9429.385.5624.0710.87
1-Month3.544.60-1.066.00-2.46
3-Month6.895.741.157.91-1.02
1-Year40.0735.634.4425.3914.68
3-Year-3.55-6.633.08-5.792.24
5-Year4.921.133.790.714.21
Last Bull Market ( 28-Feb-09 to 30-Sep-09)61.8857.664.2245.7616.12
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-16.06-16.450.39-18.252.19
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMPMIXCategoryDiff
2009N/AN/AN/A
2008
 
-39.87-36.77-3.10
2007
 
8.250.837.42
2006
 
24.3515.878.48
2005
 
12.428.823.60
2004
 
14.4717.85-3.38
2003
 
41.7033.857.85
2002
 
-28.64-13.25-15.39
2001
 
-3.586.67-10.25
2000
 
11.7718.45-6.68
1999
 
19.618.5011.11
PAST QUARTERLY RETURNS (%) FOR MPMIX 
Q1Q2Q3Q4
2009-8.3619.4623.66N/A
2008-9.37-4.61-4.17-27.43
20072.399.440.28-3.66
20067.51-1.825.0512.15
20050.132.226.742.90
20042.151.77-1.1311.37
2003-5.1323.086.5313.91
20021.14-17.51-20.397.45
2001-8.5410.58-20.6520.14
20009.18-2.597.26-2.02
1999N/AN/AN/A13.25
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date7142016.90
1-Month34944378.78
3-Month4843810.96
6-Month4743110.90
1-Year6241614.90
3-Year5033814.79
5-Year172486.85

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