Morgan Stanley Inst US Md Cp Value P
One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868
Map
Phone: 800-548-7786
| Category: | Mid-Cap Value | | Fund Family: | Morgan Stanley | | Net Assets: | 29.04M | | Year-to-Date Return: | 30.16% | | Yield: | 1.01% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jul-98 |
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Thomas Copper
Lead Manager since
31-Dec-05 | | | Copper has been associated with the Investment Adviser in an investment management capacity since 1986. Prior to joining the firm, Copper was a high yield bond analyst for Tenneco Financial Services. Copper also spent two years as a commercial lending officer at Texas Commerce Bank. |
| 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 normally invests 80% of assets in common stocks with capitalizations generally in the range of companies included in the Russell Midcap Value index. It may also invest up to 20% of assets in securities of foreign issuers. The fund may invest up to 20% of assets in Real Estate Investment Trusts. |
| Last Dividend
(19-Dec-08):
| 0.27 | | Last Cap Gain
(21-Dec-00):
| 3.22 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 91.15% |
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| Expense | MMCAX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 387 | $661 | | 5 Yr Expense Projection*: |
$ 670 | $1,033 | | 10 Yr Expense Projection*: |
$ 1,477 | $2,042 |
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1.23% Nasdaq 
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