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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 36.19 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 18.1% |
| 1 Year | 36.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in established and cyclical franchise companies with market capitalizations within the range of companies included in the Russell 3000® Value Index. Its equity investments may include common and preferred stocks, convertible securities and equity-linked securities, rights and warrants to purchase common stocks, depositary receipts, exchange-traded funds ("ETFs"), limited partnership interests and other specialty securities having equity features. The fund may invest up to 25% of its net assets in foreign securities, which may include emerging market securities.
Fees
Fees are Above Average compared to funds in the same category.
Morgan Stanley Institutional Fund Insight Portfolio has an expense ratio of 1.29 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
