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Morgan Stanley Inst Dynamic Value A (MAAUX)

2.2000
+0.0400
+(1.85%)
At close: May 2 at 8:01:29 PM EDT
Loading Chart for MAAUX
  • Previous Close 2.1600
  • YTD Return -1.73%
  • Expense Ratio 0.90%
  • Category Mid-Cap Value
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 8.52M
  • Beta (5Y Monthly) 1.06
  • Yield 20.94%
  • 5y Average Return --
  • Holdings Turnover 207.00%
  • Last Dividend 2.13
  • Inception Date Mar 19, 2021

The fund seeks to achieve its investment objective by investing primarily in equity securities within the Russell 1000 Index universe. From time to time, certain amounts of the fund's investments will be total return swap transactions, the underlying assets of which may be long positions in Value stocks and long or short positions in Anti-Value stocks. Derivative instruments used by it will be counted towards the fund's exposure to equity securities within the Russell 1000 Index universe to the extent that they have economic characteristics similar to such securities.

Morgan Stanley

Fund Family

Mid-Cap Value

Fund Category

8.52M

Net Assets

2021-03-19

Inception Date

Performance Overview: MAAUX

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Trailing returns as of 5/1/2025. Category is Mid-Cap Value.

YTD Return

MAAUX
1.73%
Category
21.28%
 

1-Year Return

MAAUX
1.09%
Category
55.83%
 

3-Year Return

MAAUX
3.43%
Category
11.08%
 

5-Year Return

MAAUX
0.00%
Category
11.93%
 

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Holdings: MAAUX

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Sector Weightings

SectorMAAUX
Healthcare   15.15%
Industrials   14.96%
Technology   10.74%
Energy   7.35%
Real Estate   5.52%
Utilities   2.93%

Recent News: MAAUX

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Research Reports: MAAUX

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