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

Mutual Fund Insights: Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

In-depth Analysis of Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

Mutual fund chart: Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

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See Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) performance details as of January 31, 2010

  

    Last Trade: $8.34 on 3/19/2010, Change: -0.05 (-0.6%)
Experiment our closing price forecasting tool for Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) (alpha release)

  

Fund Manager - Richard Glass

Fund Manager Tenure: 2.5 years   [Similar Funds: MSMDX ]
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Glass has been associated with Morgan Stanley Investment Mgt Inc. in an investment management capacity since October 2001. Glass holds the Chartered Financial Analyst designation.  Get more insights on Richard Glass

  

What we like about Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) What we like about Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

Data for Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) as of January 31, 2010

  • Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) has an annual stock turnover rate of 69.00% vs Mid-Cap Value average of 107.20%. It is good that Morgan Stanley Inst US Sm/Md Cap Val P management does not trade extensively for its return.

  

What we are cautious about Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) What we are cautious about Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

Data for Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) as of January 31, 2010

  • Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) management has been with Morgan Stanley Inst US Sm/Md Cap Val P Fund for only 2.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Morgan Stanley Inst US Sm/Md Cap Val P Fund is a focused fund with 30.45% 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 Sm/Md Cap Val P Fund (MSMMX) has a less-than-ideal short-term performance (1-year return 38.94% vs 43.98% Mid-Cap Value category average)
  • Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) ratio of up-years vs down years can be improved
  • Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) is less safe compared to its Mid-Cap Value peers
  • Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) has a higher management fee of 1.42% than its Mid-Cap Value average of 1.37%
  • Even though Morgan Stanley Inst US Sm/Md Cap Val P Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) performance details as of January 31, 2010

  

  

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Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) Net Asset

Track net asset change of Morgan Stanley Inst US Sm/Md Cap Val P fund (MSMMX)

DateNet Asset
01/2010$80.00K
11/2009$70.00K
10/2009$70.00K
More historic net asset information on Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

  

Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst US Sm/Md Cap Val P fund (MSMMX)

DateCashStockBondOther
09/20093.76%95.32%0%0.92%
06/20094.64%94.36%0%1%
03/20094.54%96.4%1.36%0%
Click here to see more historic asset allocation information on Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

  

Most Recent Top 10 Holdings in Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

Discover what Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX) manager is buying

30-Sep-09
Msilf Money Mkt Portfolio [4.64%]
HANOVER INSURANCE GR [4.52%]
MAXIMUS INC [4.01%]
TERADATA CORP [3.47%]
A A R CP [3.44%]
REINSURANCE GROUP [3.35%]
GOODRICH CORPORATION [2.94%]
PACTIV CORP [2.86%]
COMPUTER SCIENCES CP [2.83%]
CORN PRODUCTS INTL [2.69%]

30-Jun-09
Msilf Money Mkt Portfolio [4.64%]
HANOVER INSURANCE GR [4.52%]
MAXIMUS INC [4.01%]
TERADATA CORP [3.47%]
A A R CP [3.44%]
REINSURANCE GROUP [3.35%]
GOODRICH CORPORATION [2.94%]
PACTIV CORP [2.86%]
COMPUTER SCIENCES CP [2.83%]
CORN PRODUCTS INTL [2.69%]

31-Mar-09
Msilf Money Mkt Portfolio [4.54%]
MAXIMUS INC [4.47%]
HANOVER INSURANCE GR [3.95%]
REINSURANCE GROUP [3.7%]
A A R CP [3.46%]
ASSURANT INC [3.16%]
GOODRICH CORPORATION [2.99%]
TERADATA CORP [2.86%]
MARKEL CP HLDG CO [2.7%]
CENTURYTEL INC [2.7%]
Click here for Stock Holding Change Map in Morgan Stanley Inst US Sm/Md Cap Val P Fund (MSMMX)

  

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