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Morgan Stanley Inst US Sm Cp Value P (MCVAX)On Nov 30: 19.45  Up 0.03 (0.15%)  
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Profile  As of 31-Oct-09Get Profile for:
Morgan Stanley Inst US Sm Cp Value P
One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868
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Phone: 800-548-7786
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FUND OVERVIEW 
Category:Small Value
Fund Family:Morgan Stanley
Net Assets:115.09M
Year-to-Date Return:20.63%
Yield:0.75%
Morningstar Rating:3 stars
Fund Inception Date:22-Jan-99
MORNINGSTAR STYLE BOX 
Small Value
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
MCVAX can be purchased from 15 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (19-Dec-08): 0.15
Last Cap Gain (19-Dec-08): 0.80
Annual Holdings Turnover 56.00%
Average for Category: 86.21%
FEES & EXPENSES 
ExpenseMCVAXCategory
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:% 2.50%
3 Yr Expense Projection*: $ 350$641
5 Yr Expense Projection*: $ 606$1,005
10 Yr Expense Projection*: $ 1,340$2,027
* Per $10,000 invested


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