Morgan Stanley Equally-Wtd S&P 500 I
522 Fifth Avenue Jersey City NJ 07311
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Phone: 800-869-6397
| Category: | Large Blend | | Fund Family: | Morgan Stanley | | Net Assets: | 170.26M | | Year-to-Date Return: | 38.46% | | Yield: | 1.91% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-97 |
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Hooman Yaghoobi
Lead Manager since
31-Oct-07 | | | Yaghoobi is an executive director and a portfolio manager with Morgan Stanley Investment Adv. Inc. He has been with the company in an investment management capacity since 1995. |
| 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 to achieve a high level of total return. The fund invests in a diversified portfolio of common stocks represented in the Standard & Poor's 500 Composite Stock Price index. It generally invests in each stock included in the S&P 500 in approximately equal proportions. The fund may invest in foreign securities represented in the S&P 500, including depositary receipts. It may also purchase and sell stock index futures. |
| Last Dividend
(15-Dec-09):
| 0.28 | | Last Cap Gain
(15-Dec-08):
| 3.77 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 78.74% |
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| Expense | VADDX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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