Morgan Stanley Inst US Md Cp Value Inv 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: | 4.95M | | Year-to-Date Return: | 34.94% | | Yield: | 0.99% | | Morningstar Rating: |  | | Fund Inception Date: | 10-May-96 |
|
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 |
|
| |
| 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):
| 0.28 | | Last Cap Gain
(21-Dec-00):
| 3.22 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 92.67% |
|
| Expense | MPMIX | Category Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.43% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $693 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,074 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,080 |
|
|