Nasdaq - Delayed Quote USD
Morgan Stanley Inst Dynamic Value A (MAAUX)
2.2000
+0.0400
+(1.85%)
At close: May 2 at 8:01:29 PM EDT
Investment Information
- Min Initial Investment
- 5,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Mid Atlantic Capital Group
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Morgan Stanley |
| Net Assets | 8.52M |
| YTD Return | -1.73% |
| Yield | 20.94% |
| Morningstar Rating | |
| Inception Date | Mar 19, 2021 |
Performance & Risk
| YTD Return | -6.49% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
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