Morgan Stanley Inst Large Cap Rel Val I
522 Fifth Avenue New York NY 10020
Map
Phone: 800-548-7786
| Category: | Large Value | | Fund Family: | Morgan Stanley | | Net Assets: | 221.39M | | Year-to-Date Return: | 20.38% | | Yield: | 1.88% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-90 |
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Thomas Bastian
Lead Manager since
31-Aug-03 | | | Bastian is a managing director with Morgan Stanley Investment Advisors Inc., his employer since 2003. Prior to joining the firm, he was a portfolio manager at Eagle Asset Management and an analyst at Bank One Corporation. Bastian 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 |
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| The investment seeks high total return. The fund normally invests at least 80% of assets in equity securities of companies with capitalization within the range of companies included in the Russell 1000 Value index. It may invest up to 25% of assets in the securities of foreign issuers. The fund may invest up to 15% of assets in REITs. |
| Last Dividend
(2-Oct-09):
| 0.04 | | Last Cap Gain
(2-Jul-08):
| 0.05 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 67.10% |
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| Expense | MSIVX | Category
Avg | | Total Expense Ratio: | 0.69%
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 221 | $635 | | 5 Yr Expense Projection*: |
$ 384 | $963 | | 10 Yr Expense Projection*: |
$ 859 | $1,849 |
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0.17% Nasdaq 0.00%
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