Morgan Stanley Inst Value I
One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868
Map
Phone: 800-548-7786
| Category: | Large Value | | Fund Family: | Morgan Stanley | | Net Assets: | 91.66M | | Year-to-Date Return: | 35.86% | | Yield: | 2.16% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Nov-84 |
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Jason S. Leder
Lead Manager since
30-Sep-03 | | | Leder is a managing director and portfolio manager with Van Kampen Asset Management, his employer since April 1995. Prior to joining the firm, Leder was a security analyst with Salomon Brothers for two years and an analyst with Austin Calvert & Flavin for two years. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks above-average total return over a market cycle of three to five years. The fund invests primarily in common stocks of companies with capitalizations generally greater than $1 billion. It may invest, to a limited extent, in equity securities of foreign issuers, including issuers located in emerging market or developing countries, and may also invest in securities of foreign companies that are listed in the United States on a national exchange. |
| Last Dividend
(2-Oct-09):
| 0.04 | | Last Cap Gain
(20-Dec-07):
| 1.06 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 75.50% |
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| Expense | MPVLX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.10% Nasdaq 
0.27%
Profile
