Morgan Stanley Balanced A
522 Fifth Avenue Jersey City NJ 07311
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Phone: 800-869-6397
| Category: | Moderate Allocation | | Fund Family: | Morgan Stanley | | Net Assets: | 78.63M | | Year-to-Date Return: | 13.47% | | Yield: | 2.30% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-97 |
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Thomas Bastian
Lead Manager since
30-Apr-03 | | | Bastian is a managing director with Morgan Stanley Investment Advisors Inc., his employer since 2003. Prior to joining the firm, he was a portfolio manager at Eagle Asset Management and an analyst at Bank One Corporation. Bastian holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital growth and reasonable current income. The fund normally invests at least 60% of assets in common stocks and securities convertible into common stocks and at least 25% of assets in fixed-income securities. It may invest up to 20% of net assets in foreign securities. The fund may invest up to 15% of net assets in REITs. |
| Last Dividend
(30-Sep-09):
| 0.05 | | Last Cap Gain
(23-Jun-08):
| 0.23 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 81.32% |
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| Expense | BGRAX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 856 | $631 | | 5 Yr Expense Projection*: |
$ 1,099 | $951 | | 10 Yr Expense Projection*: |
$ 1,795 | $1,858 |
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0.22% Nasdaq 0.00%
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