Morgan Stanley Convertible Secs C 522 Fifth Avenue Jersey City NJ 07311 Map
Phone: 800-869-6397
| Category: | Convertibles | | Fund Family: | Morgan Stanley | | Net Assets: | 6.09M | | Year-to-Date Return: | 35.42% | | Yield: | 2.30% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-97 |
|
Ellen Gold
Lead Manager since
01-Jan-98 | | | Gold is currently a portfolio manager with Morgan Stanley Investment Advisors Inc. Her employer since 1986. Prior to her current position, she worked as an investment management associate. She also served as a fixed-income analyst with Dean Witter Discover & Co from 1986 until 1989. |
| 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 |
|
| |
| The investment seeks a high level of total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of assets in convertible securities. A convertible security is a bond, preferred stock or other security that may be converted into a prescribed amount of common stock at a predated price. It may invest up to 25% of assets in "exchangeable" convertible securities and up to 10% of assets in "synthetic" convertible securities. |
| Last Dividend
(30-Sep-09):
| 0.14 | | Last Cap Gain
(15-Dec-08):
| 0.12 | | Annual Holdings Turnover
| 95.00% | | Average for Category:
| 89.83% |
|
| Expense | CNSCX | Category Avg | | Total Expense Ratio: | 1.89%
| 1.43% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.07% | | Max Deferred Sales Load: | 1.00%
| 2.91% | | 3 Yr Expense Projection*: |
$ 594 | $676 | | 5 Yr Expense Projection*: |
$ 1,021 | $1,017 | | 10 Yr Expense Projection*: |
$ 2,212 | $1,968 |
|
|