Morgan Stanley Inst US Sm Cp Value P
One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868
Map
Phone: 800-548-7786
| Category: | Small Value | | Fund Family: | Morgan Stanley | | Net Assets: | 110.53M | | Year-to-Date Return: | 26.39% | | Yield: | 0.72% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Jan-99 |
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Richard Glass
Lead Manager since
30-Sep-03 | | | Glass has been associated with Morgan Stanley Investment Mgt Inc. in an investment management capacity since October 2001. Glass holds the Chartered Financial Analyst designation. |
| 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 above-average total return over a market cycle of three to five years. The fund invests primarily at least 80% of the assets in common stocks of small-capitalization companies traded on a U.S. securities exchange. The Advisor seeks undervalued stocks relative to the market place or similar companies. |
| Last Dividend
(19-Dec-08):
| 0.15 | | Last Cap Gain
(19-Dec-08):
| 0.80 | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 76.37% |
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| Expense | MCVAX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.51% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.51% | | 3 Yr Expense Projection*: |
$ 350 | $640 | | 5 Yr Expense Projection*: |
$ 606 | $1,003 | | 10 Yr Expense Projection*: |
$ 1,340 | $2,022 |
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1.81% Nasdaq 
0.11 (0.56%) 
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