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Mutual Fund Insights: Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX)

In-depth Analysis of Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX)

Mutual fund chart: Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX)

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See Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) performance details as of January 31, 2010

Last Trade: $31.44 on 3/19/2010, Change: -0.16 (-0.51%)

Experiment our closing price forecasting tool for Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) (alpha release)

Fund Manager - Thomas Copper

Fund Manager Tenure: 4.2 years [Similar Funds: MPMVX ]
Fundmojo Fund Grade: A (Score: 0.73) (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 Inv Fund (MPMIX)

Data for Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) as of January 31, 2010

Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) management has been with Morgan Stanley Inst US Md Cp Value Inv Fund for 4.2 years
Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) has good short-term performance (1-year return 47.00% vs 43.98% Mid-Cap Value category average)
Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) has good mid-term performance (3-year return -4.01% vs -6.98% Mid-Cap Value category average)
Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) has good Long-term performance (5-year return 5.07% vs 1.33% Mid-Cap Value category average)
Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) ratio of up-years vs down years is greater than 2
Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) has an annual stock turnover rate of 75.00% vs Mid-Cap Value average of 107.20%. It is good that Morgan Stanley Inst US Md Cp Value Inv management does not trade extensively for its return.
Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.75, lower than category average of 24.2
Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) has a lower management fee than its Mid-Cap Value average: 1.17% vs 1.37%
Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX)

Data for Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) as of January 31, 2010

Morgan Stanley Inst US Md Cp Value Inv 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 Inv Fund (MPMIX) has a Morningstar rating of 3 and below

See Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) performance details as of January 31, 2010

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Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) Net Asset

Track net asset change of Morgan Stanley Inst US Md Cp Value Inv fund (MPMIX)

Date	Net Asset
01/2010	$5.18M
11/2009	$4.95M
10/2009	$4.78M

More historic net asset information on Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX)

Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst US Md Cp Value Inv fund (MPMIX)

Date	Cash	Stock	Bond	Other
09/2009	6.52%	93.48%	0%	0%
06/2009	2.44%	97.56%	0%	0%
03/2009	5.12%	105.14%	0%	0%

Click here to see more historic asset allocation information on Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX)

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

Discover what Morgan Stanley Inst US Md Cp Value Inv Fund (MPMIX) 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 Inv Fund (MPMIX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.