Morgan Stanley Inst Capital Growth P
522 Fifth Avenue New York NY 10020
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Phone: 800-548-7786
| Category: | Large Growth | | Fund Family: | Morgan Stanley | | Net Assets: | 88.58M | | Year-to-Date Return: | 47.07% | | Yield: | 0.22% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-96 |
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Dennis P. Lynch
Lead Manager since
30-Jun-04 | | | Dennis joined Morgan Stanley in 1998 and has 15 years of investment experience. He is the team leader for New York based Growth investing. Prior to joining the Firm, he worked as a sell side analyst for JP Morgan Securities. Dennis received a BA from Hamilton College in Political Science and an MBA, with honors, from Columbia University in Finance. |
| 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 long-term capital appreciation. The fund invests primarily in growth-oriented equity securities of U.S. issuers with capitalizations within the range of companies included in the Russell 1000 Growth index. It may invest up to 25% of net assets in foreign securities, which may include emerging market securities, classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar-denominated securities that are traded on a U.S. exchange, or local shares of foreign issuers. The fund may invest up to 10% of net assets in REITs. |
| Last Dividend
(19-Dec-08):
| 0.04 | | Last Cap Gain
(2-Jul-08):
| 0.02 | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 110.55% |
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| Expense | MSEGX | Category
Avg | | Total Expense Ratio: | 0.87%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 278 | $672 | | 5 Yr Expense Projection*: |
$ 482 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,073 | $2,074 |
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