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

Mutual Fund Insights: Morgan Stanley Inst Value P Fund (MPVAX)

In-depth Analysis of Morgan Stanley Inst Value P Fund (MPVAX)

Mutual fund chart: Morgan Stanley Inst Value P Fund (MPVAX)

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See Morgan Stanley Inst Value P Fund (MPVAX) performance details as of January 31, 2010

  

    Last Trade: $14.24 on 3/18/2010, Change: +0.01 (0.07%)
Experiment our closing price forecasting tool for Morgan Stanley Inst Value P Fund (MPVAX) (alpha release)

  

Fund Manager - Jason S. Leder

Fund Manager Tenure: 6.5 years   [Similar Funds: MPVLX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Leder is a managing director and portfolio manager with Van Kampen Asset Management, his employer since April 1995. Prior to joining the firm, Leder was a security analyst with Salomon Brothers for two years and an analyst with Austin Calvert & Flavin for two years.  Get more insights on Jason S. Leder

  

What we like about Morgan Stanley Inst Value P Fund (MPVAX) What we like about Morgan Stanley Inst Value P Fund (MPVAX)

Data for Morgan Stanley Inst Value P Fund (MPVAX) as of January 31, 2010

  • Morgan Stanley Inst Value P Fund (MPVAX) management has been with Morgan Stanley Inst Value P Fund for 6.5 years
  • Morgan Stanley Inst Value P Fund (MPVAX) has good short-term performance (1-year return 51.42% vs 32.89% Large Value category average)
  • Morgan Stanley Inst Value P Fund (MPVAX) has good mid-term performance (3-year return -6.37% vs -8.60% Large Value category average)
  • Morgan Stanley Inst Value P Fund (MPVAX) has good Long-term performance (5-year return 1.09% vs -0.19% Large Value category average)
  • Morgan Stanley Inst Value P Fund (MPVAX) has a Morningstar rating of 4 and above
  • Morgan Stanley Inst Value P Fund (MPVAX) has an annual stock turnover rate of 48.00% vs Large Value average of 69.44%. It is good that Morgan Stanley Inst Value P management does not trade extensively for its return.
  • Morgan Stanley Inst Value P Fund (MPVAX) has a lower management fee than its Large Value average: 1.01% vs 1.28%

  

What we are cautious about Morgan Stanley Inst Value P Fund (MPVAX) What we are cautious about Morgan Stanley Inst Value P Fund (MPVAX)

Data for Morgan Stanley Inst Value P Fund (MPVAX) as of January 31, 2010

  • Morgan Stanley Inst Value P Fund is a focused fund with 31.68% 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 Value P Fund (MPVAX) ratio of up-years vs down years can be improved
  • Morgan Stanley Inst Value P Fund (MPVAX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.58 that is higher than category average of 20.74
  • Even though Morgan Stanley Inst Value P Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Morgan Stanley Inst Value P Fund (MPVAX) performance details as of January 31, 2010

  

  

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Morgan Stanley Inst Value P Fund (MPVAX) Net Asset

Track net asset change of Morgan Stanley Inst Value P fund (MPVAX)

DateNet Asset
01/2010$110.18M
11/2009$109.96M
10/2009$104.75M
More historic net asset information on Morgan Stanley Inst Value P Fund (MPVAX)

  

Morgan Stanley Inst Value P Fund (MPVAX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Value P fund (MPVAX)

DateCashStockBondOther
09/20093.72%96.29%0%0%
06/20093.15%96.85%0%0%
03/20094.79%102.89%0%0%
Click here to see more historic asset allocation information on Morgan Stanley Inst Value P Fund (MPVAX)

  

Most Recent Top 10 Holdings in Morgan Stanley Inst Value P Fund (MPVAX)

Discover what Morgan Stanley Inst Value P Fund (MPVAX) manager is buying

30-Sep-09
CHUBB CP THE [4.61%]
Viacom, Inc. B [3.8%]
Comcast Corporation [3.8%]
INTL PAPER [3.47%]
Msilf Govt. Portfolio [3.15%]
eBay Inc. [2.85%]
CADBURY PLC [2.83%]
JP MORGAN CHASE CO [2.77%]
Schering-Plough Corporation [2.57%]
TIME WARNER INC NEW [2.44%]

30-Jun-09
CHUBB CP THE [4.61%]
Viacom, Inc. B [3.8%]
Comcast Corporation [3.8%]
INTL PAPER [3.47%]
Msilf Govt. Portfolio [3.15%]
eBay Inc. [2.85%]
CADBURY PLC [2.83%]
JP MORGAN CHASE CO [2.77%]
SCHERING PLOUGH CP [2.57%]
TIME WARNER INC NEW [2.44%]

31-Mar-09
CHUBB CP THE [5.22%]
Msilf Govt. Portfolio [4.79%]
Comcast Corporation [4.25%]
Viacom, Inc. B [3.79%]
BANK OF NY MELLON CP [3.33%]
VERIZON COMMUN [2.87%]
BRISTOL MYERS SQIBB [2.81%]
CADBURY PLC [2.66%]
WAL MART STORES [2.64%]
SCHERING PLOUGH CP [2.57%]
Click here for Stock Holding Change Map in Morgan Stanley Inst Value P Fund (MPVAX)

  

Related books and products to Morgan Stanley Inst Value P Fund (MPVAX)

  

Latest News on Morgan Stanley Inst Value P (MPVAX)

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