Morgan Stanley Inst US Sm Cp Value I
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: | 516.84M | | Year-to-Date Return: | 20.91% | | Yield: | 0.96% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-86 |
|
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: | $5,000,000 | | 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 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):
| 0.19 | | Last Cap Gain
(19-Dec-08):
| 0.80 | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 86.21% |
|
| Expense | MPSCX | Category
Avg | | Total Expense Ratio: | 0.81%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.50% | | 3 Yr Expense Projection*: |
$ 259 | $641 | | 5 Yr Expense Projection*: |
$ 450 | $1,005 | | 10 Yr Expense Projection*: |
$ 1,002 | $2,027 |
|
|
0.91% Nasdaq 
Profile
