Morgan Stanley Inst Focus Growth P 522 Fifth Avenue New York NY 10020 Map
Phone: 800-548-7786
| Category: | Large Growth | | Fund Family: | Morgan Stanley | | Net Assets: | 1.41M | | Year-to-Date Return: | 56.18% | | Yield: | 0.03% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-96 |
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Dennis P. Lynch
Lead Manager since
30-Jun-04 | | | Lynch joined Morgan Stanley in 1998 and has 15 years of investment experience. He is the team leader for New York based Growth investing. Prior to joining the Firm, he worked as a sell side analyst for JP Morgan Securities. |
| Min Initial Investment: | $1,000,000 | | 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 capital appreciation. The fund invests primarily in growth-oriented equity securities of large capitalization companies with market capitalizations of $10 billion or more. It generally holds a relatively small number of companies and may invest up to 25% of assets in a single issuer. The fund may invest up to 25% of net assets in foreign securities, including emerging market securities, classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar-denominated securities that are traded on a U.S. exchange or local shares of foreign issuers and invest up to 10% of net assets in REITs. It is nondiversified. |
| Last Dividend
(19-Dec-08):
| 0.00 | | Last Cap Gain
(3-Jul-01):
| 0.33 | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 101.52% |
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| Expense | MAEBX | Category Avg | | Total Expense Ratio: | 1.25%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 486 | $658 | | 5 Yr Expense Projection*: |
$ 839 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,834 | $2,035 |
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