Morgan Stanley Inst Small Co Gr I
522 Fifth Avenue New York NY 10020
Map
Phone: 800-548-7786
| Category: | Small Growth | | Fund Family: | Morgan Stanley | | Net Assets: | 877.16M | | Year-to-Date Return: | 33.03% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-89 |
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David . Cohen
Lead Manager since
31-Jan-02 | | | Dave joined Morgan Stanley in 1993 and has 21 years of investment experience. He joined the Growth team as an investor in 1999. Dave is a senior investor on the team. Prior to joining the Firm, he was a senior fund accountant at Alliance Capital. Previously, he was a fund accountant at Natwest and Wall Street Trust. Dave received a BS summa cum laude, from Pace University in Management. |
| 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 long-term capital appreciation. The fund invests at least 80% of assets in growth-oriented equity securities of small U.S. and foreign companies with market capitalizations of generally less than $4 billion. It may invest up to 25% of net assets in foreign securities, including 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
(23-Dec-98):
| 0.09 | | Last Cap Gain
(20-Dec-07):
| 0.46 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 132.21% |
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| Expense | MSSGX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 334 | $680 | | 5 Yr Expense Projection*: |
$ 579 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,283 | $2,174 |
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