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Fund Intelligence | Best Managers | MDFBX Insights | MDFBX Score | MDFBX Performance | MDFBX Manager | MDFBX News | MDFBX Allocation | MDFBX Holdings Change

Mutual Fund Insights: Morgan Stanley Mid Cap Value B Fund (MDFBX)

In-depth Analysis of Morgan Stanley Mid Cap Value B Fund (MDFBX)

Mutual fund chart: Morgan Stanley Mid Cap Value B Fund (MDFBX)

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See Morgan Stanley Mid Cap Value B Fund (MDFBX) performance details as of January 31, 2010

  

    Last Trade: $7.85 on 3/17/2010, Change: +0.05 (0.64%)
Experiment our closing price forecasting tool for Morgan Stanley Mid Cap Value B Fund (MDFBX) (alpha release)

  

Fund Manager - Thomas Copper

Fund Manager Tenure: 4.2 years   [Similar Funds: MDFAX  MDFCX  MDFDX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Copper has been associated with the Investment Adviser in an investment management capacity since 1986. Prior to joining the firm, Copper was a high yield bond analyst for Tenneco Financial Services. Copper also spent two years as a commercial lending officer at Texas Commerce Bank.  Get more insights on Thomas Copper

  

What we like about Morgan Stanley Mid Cap Value B Fund (MDFBX) What we like about Morgan Stanley Mid Cap Value B Fund (MDFBX)

Data for Morgan Stanley Mid Cap Value B Fund (MDFBX) as of January 31, 2010

  • Morgan Stanley Mid Cap Value B Fund (MDFBX) management has been with Morgan Stanley Mid Cap Value B Fund for 4.2 years
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) has good short-term performance (1-year return 45.53% vs 43.98% Mid-Cap Value category average)
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) has good mid-term performance (3-year return -6.46% vs -6.98% Mid-Cap Value category average)
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) has good Long-term performance (5-year return 2.35% vs 1.33% Mid-Cap Value category average)
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) has an annual stock turnover rate of 44.00% vs Mid-Cap Value average of 107.20%. It is good that Morgan Stanley Mid Cap Value B management does not trade extensively for its return.

  

What we are cautious about Morgan Stanley Mid Cap Value B Fund (MDFBX) What we are cautious about Morgan Stanley Mid Cap Value B Fund (MDFBX)

Data for Morgan Stanley Mid Cap Value B Fund (MDFBX) as of January 31, 2010

  • Morgan Stanley Mid Cap Value B Fund is a focused fund with 34.58% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) has a Morningstar rating of 3 and below
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.56 that is higher than category average of 24.2
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) has a higher management fee of 2.39% than its Mid-Cap Value average of 1.37%
  • Morgan Stanley Mid Cap Value B Fund (MDFBX) carries a 5% load
See Morgan Stanley Mid Cap Value B Fund (MDFBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

  

Morgan Stanley Mid Cap Value B Fund (MDFBX) Net Asset

Track net asset change of Morgan Stanley Mid Cap Value B fund (MDFBX)

DateNet Asset
01/2010$10.15M
11/2009$11.53M
10/2009$12.17M
More historic net asset information on Morgan Stanley Mid Cap Value B Fund (MDFBX)

  

Morgan Stanley Mid Cap Value B Fund (MDFBX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Mid Cap Value B fund (MDFBX)

DateCashStockBondOther
09/20096.24%93.76%0%0%
06/20090.89%99.1%0%0%
03/20090%100%0%0%
Click here to see more historic asset allocation information on Morgan Stanley Mid Cap Value B Fund (MDFBX)

  

Most Recent Top 10 Holdings in Morgan Stanley Mid Cap Value B Fund (MDFBX)

Discover what Morgan Stanley Mid Cap Value B Fund (MDFBX) manager is buying

30-Sep-09
PENTAIR INC [3.96%]
BECKMAN COULTER INC [3.86%]
AVERY DENNISON CP [3.57%]
GOODRICH CORPORATION [3.33%]
DIEBOLD INC [3.18%]
WILLIS GROUP HOLDING [3.16%]
Zebra Technologies Corporation [3.14%]
VALSPAR CORP [3.12%]
BROOKDALE SENIOR LVG [3.09%]
AUTOLIV INC [3.05%]

30-Jun-09
PEROT SYSTEMS CP [4.33%]
EL PASO CORPORATION [4.19%]
BECKMAN COULTER INC [4.11%]
HEALTHSOUTH CP [4.04%]
AUTOLIV INC [4.01%]
PENTAIR INC [4.01%]
VALSPAR CORP [3.95%]
GOODRICH CORPORATION [3.8%]
Zebra Technologies Corporation [3.44%]
DIEBOLD INC [3.11%]

31-Mar-09
VALSPAR CORP [5.22%]
PEROT SYSTEMS CP [5.09%]
BECKMAN COULTER INC [4.49%]
PENTAIR INC [4.19%]
WISCONSIN ENERGY CP [4.11%]
CONAGRA FOOD INC [4.06%]
HEALTHSOUTH CP [3.94%]
ACE LTD [3.73%]
EL PASO CORPORATION [3.66%]
AUTOLIV INC [3.45%]
Click here for Stock Holding Change Map in Morgan Stanley Mid Cap Value B Fund (MDFBX)

  

Related books and products to Morgan Stanley Mid Cap Value B Fund (MDFBX)

  

Latest News on Morgan Stanley Mid Cap Value B (MDFBX)

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