Morgan Stanley Dividend Growth Secs A
522 Fifth Avenue 19th Flr. Jersey City NJ 07311
Map
Phone: 800-869-6397
| Category: | Large Blend | | Fund Family: | Morgan Stanley | | Net Assets: | 41.77M | | Year-to-Date Return: | 15.00% | | Yield: | 1.73% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-97 |
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Gregory Robert Lai
Lead Manager since
21-May-08 | | | Lai has been associated with the Investment Adviser in an investment management capacity since May 2007. Prior to May 2007, he was a Senior Portfolio Manager at Affinity Investment Advisors. Lai 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 reasonable current income and long-term growth of income and capital. The fund invests at least 80% of assets in common stocks of companies which pay dividends and have the potential for increasing dividends. The management employs a quantitative screening process in an attempt to identify a number of common stocks which are undervalued and pay dividends. The investments may include foreign securities held directly. It may invest 20% of asset in convertible and fixed-income securities. In addition, the Fund may invest in real estate investment trusts (commonly known as ?REITs?). |
| Last Dividend
(30-Sep-09):
| 0.04 | | Last Cap Gain
(23-Jun-08):
| 0.68 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 78.94% |
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| Expense | DIVAX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.08% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.25%
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 812 | $776 | | 5 Yr Expense Projection*: |
$ 1,023 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,630 | $2,371 |
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