Morgan Stanley Focus Growth A
(AMOAX)
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 43.25 |
| Category | Large Growth |
| Net Assets | 1.09 Bil |
| Yield | 0.00% |
| Morningstar Risk | High |
| Morningstar Return | Average |
- Last NAV update 5/22/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital growth. The fund normally invests at least 65% of its assets in a portfolio of common stocks (including depositary receipts). Up to 25% of the fund's net assets may be invested in foreign securities (including depositary receipts), which may include emerging market securities. It may invest in privately placed and restricted securities. The fund may utilize foreign currency forward exchange contracts, which are derivatives, in connection with its investments in foreign securities. It is non-diversified. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 73.38% | 26.79% | -5.75% | 13.95% | 12.87% |
| Value ($) | 17,338.00 | 21,982.85 | 20,718.84 | 23,609.12 | 26,647.61 |
- Year to date performance as of 5/21/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Morgan Stanley |
| Fund Manager | Dennis Lynch |
| Tenure (Years) | 9 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 5.25 |
| Expense Ratio | 0.96% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.24% |
| 3 Months | 7.72% |
| 1 Year | 19.05% |
| 3 Years* | 15.97% |
| 5 Years* | 5.00% |
- * Annualized returns
- Performance as of 5/21/2013 8:00 PM ET
| AMOAX | Large Growth | |
|---|---|---|
| 5-Yr Return | 5.00% | 4.47% |
| Sharpe Ratio | 0.67 | 0.70 |
| Net Assets | 1.09 Bil | 602.46 Mil |
| Avg Market Cap | 44.87 Bil | 38.17 Bil |
| Avg P/E | 25.09 | 17.12 |
| Portfolio Turnover | 44 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.07% |
| Cash | 2.92% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Amazon.com Inc | 9.47% |
| Google, Inc. Class A | 8.17% |
| Facebook Inc Class A | 6.72% |
| Apple Inc | 4.85% |
| Motorola Solutions, Inc. | 4.69% |
| Visa, Inc. | 4.02% |
| Nestle SA ADR | 3.96% |
| Monsanto Company | 3.84% |
| Priceline.com, Inc. | 3.80% |
| MasterCard Incorporated Class A | 3.76% |
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