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Mutual Fund Insights: Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

In-depth Analysis of Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

Mutual fund chart: Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

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See Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) performance details as of February 28, 2010

  

    Last Trade: $31.29 on 3/19/2010, Change: -0.15 (-0.48%)
Experiment our closing price forecasting tool for Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) (alpha release)

  

Fund ManagerFund Manager - Thomas Copper

Fund Manager Tenure: 1.7 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (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 Inst US Md Cp Value P Fund (MMCAX) What we like about Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

Data for Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) as of February 28, 2010

  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) has good short-term performance (1-year return 72.48% vs 68.94 % Mid-Cap Value category average)
  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) has good Long-term performance (5-year return 5.10% vs 1.84 % Mid-Cap Value category average)
  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) has an annual stock turnover rate of 75.00% vs Mid-Cap Value average of 102.04%. It is good that Morgan Stanley Inst US Md Cp Value P management does not trade extensively for its return.
  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.03, lower than category average of 24.37
  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) has a lower management fee than its Mid-Cap Value average: 1.26% vs 1.37%

  

What we are cautious about Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) What we are cautious about Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

Data for Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) as of February 28, 2010

  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) management has been with Morgan Stanley Inst US Md Cp Value P Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Morgan Stanley Inst US Md Cp Value P Fund is a focused fund with 34.62% 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 Inst US Md Cp Value P Fund (MMCAX) has a less-than-ideal mid-term performance (3-year return -2.86% vs -5.73 % Mid-Cap Value category average)
  • Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) has a Morningstar rating of 3 and below
  • Even though Morgan Stanley Inst US Md Cp Value P Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) performance details as of February 28, 2010

  

  

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Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) Net Asset

Track net asset change of Morgan Stanley Inst US Md Cp Value P fund (MMCAX)

DateNet Asset
02/2010$143.87M
01/2010$31.28M
11/2009$30.19M
More historic net asset information on Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

  

Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst US Md Cp Value P fund (MMCAX)

DateCashStockBondOther
09/20096.52%93.48%0%0%
06/20092.44%97.56%0%0%
03/20095.12%105.14%0%0%
Click here to see more historic asset allocation information on Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

  

Most Recent Top 10 Holdings in Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

Discover what Morgan Stanley Inst US Md Cp Value P Fund (MMCAX) manager is buying

30-Sep-09
Perot Systems Corporation [4.34%]
EL PASO CORPORATION [4.08%]
HEALTHSOUTH CP [4.06%]
BECKMAN COULTER INC [4.01%]
PENTAIR INC [4%]
VALSPAR CORP [3.97%]
AUTOLIV INC [3.91%]
GOODRICH CORPORATION [3.68%]
Zebra Technologies Corporation [3.33%]
AMER ELECTRIC POW CO [3.08%]

30-Jun-09
PEROT SYSTEMS CP [4.34%]
EL PASO CORPORATION [4.08%]
HEALTHSOUTH CP [4.06%]
BECKMAN COULTER INC [4.01%]
PENTAIR INC [4%]
VALSPAR CORP [3.97%]
AUTOLIV INC [3.91%]
GOODRICH CORPORATION [3.68%]
Zebra Technologies Corporation [3.33%]
AMER ELECTRIC POW CO [3.08%]

31-Mar-09
Msilf Money Mkt Portfolio [5.12%]
VALSPAR CORP [4.86%]
PEROT SYSTEMS CP [4.73%]
BECKMAN COULTER INC [4.2%]
CONAGRA FOOD INC [3.94%]
PENTAIR INC [3.9%]
HEALTHSOUTH CP [3.63%]
ACE LTD [3.62%]
WISCONSIN ENERGY CP [3.52%]
EL PASO CORPORATION [3.48%]
Click here for Stock Holding Change Map in Morgan Stanley Inst US Md Cp Value P Fund (MMCAX)

  

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