Morgan Stanley Commodities Alpha A
1221 Avenue Of The Americas
Map
Phone: 800-869-6397
| Category: | Natural Res | | Fund Family: | Morgan Stanley | | Net Assets: | 5.14M | | Year-to-Date Return: | 6.86% | | Yield: | 2.19% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Apr-08 |
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Arunabh Mukherjee
Lead Manager since
30-Apr-08 | | | Arunabh has been associated with the Sub-Adviser in an investment management capacity since March 2006. He has been with the company since 2004. Prior to joining the company, Mukherjee worked as an associate at JPMorgan, focusing on FX options and commodities. |
| Min Initial Investment: | $25,000 | | Min Initial Investment, IRA: | $25,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term total return. The fund seeks to capitalize on inefficiencies in the global commodities markets. It invests in commodity-linked notes, commodity swaps and other commodity-linked derivative instruments, as well as fixed-income securities and money market instruments. The fund invests up to 25% of assets in a wholly-owned subsidiary organized under the laws of the Cayman Islands. It is nondiversified. |
| Last Dividend
(23-Dec-08):
| 0.39 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 115.24% |
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| Expense | COAAX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.38% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.03% | | Max Deferred Sales Load: | %
| 2.24% | | 3 Yr Expense Projection*: |
$ 903 | $649 | | 5 Yr Expense Projection*: |
$ 1,214 | $1,032 | | 10 Yr Expense Projection*: |
$ 2,096 | $2,110 |
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1.47% Nasdaq 
0.28 (1.50%) 
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