+0.29
+0.75%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 38.82 |
| Category | Mid-Cap Growth |
| Net Assets | 16.23 Mil |
| Yield | NA |
| Morningstar Risk | Above Average |
| Morningstar Return | Above Average |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in common stocks of mid cap companies. It seeks to invest in high quality companies it believes have sustainable competitive advantages and the ability to redeploy capital at high rates of return. The fund may invest up to 25% of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries. It may invest in privately placed securities. In addition, the Portfolio may invest in convertible securities. It may utilize foreign currency forward exchange contracts. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 58.99% | 31.95% | -7.59% | 8.64% | 17.38% |
| Value ($) | 15,899.00 | 20,978.73 | 19,386.44 | 21,061.43 | 24,721.91 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Morgan Stanley |
| Fund Manager | Dennis Lynch |
| Tenure (Years) | 11 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 1.50% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 9.22% |
| 3 Months | 10.51% |
| 1 Year | NA |
| 3 Years* | NA |
| 5 Years* | NA |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| MSKLX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | NA | 5.29% |
| Sharpe Ratio | 0.64 | 0.69 |
| Net Assets | 16.23 Mil | 359.02 Mil |
| Avg Market Cap | 7.06 Bil | 6.91 Bil |
| Avg P/E | 28.66 | 18.56 |
| Portfolio Turnover | 26 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 95.29% |
| Cash | 1.39% |
| Fixed Income | 0.00% |
| Other | 3.32% |
| NAME | % NET ASSETS |
|---|---|
| Motorola Solutions, Inc. | 3.85% |
| Edenred SA | 3.66% |
| Solera Holdings, Inc. | 3.66% |
| Brookfield Infrastructure Partners LP | 3.20% |
| Illumina, Inc. | 3.05% |
| Verisk Analytics, Inc. | 2.95% |
| De Master Blenders | 2.87% |
| Gartner, Inc. Class A | 2.76% |
| LinkedIn Corp | 2.74% |
| Salesforce.com, Inc. | 2.73% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
