Atlantic Financial Inc. Wealth Management and investing Home Page About Atlantic Financial, company information and history Contact Atlantic Financial Global Investing, the changing global economy Investment and Financial Services
Atlantic Financial Global economy
atlantic financial wealth management services

Search Our Site:

Information for a changing world
For economic, globalization and wealth management news visit The Fenton Report.

Fenton Report Global News Blog......

IRA / 401k Rollovers
If you have an IRA or 401k at a bank, broker, financial consultant or former employer, we can help.

IRA and 401k Rollovers......

Wealth Management

Atlantic Financial Home Page

About Atlantic Financial Inc. 
History and Information
Current Clients | History | Careers | News

Financial Services
What we do
 Money Management | Economic Consulting & Strategic Services |  Bonds | College Planning | Financial Planning

Global Investing Services 
 International Investments | Emerging Markets Investing

Investing information 

Site Map 

Contact Us

Open an Account
IRA Rollover - New Account Application | Account Transfers

Individual Investments

Financial Education 
 Roth IRA | Managed Accounts | Retirement Savings Plans | Investment Management Firms

Wealth Management
 Investment Strategy
Investing

Mutual Funds
Mutual Fund Center | Goldman Sachs Mutual Funds | Fidelity Investments | Broker of Record | Mutual Fund Wrap Accounts

Retirement Planning
 IRA - Individual Retirement Account (IRA) | Rollover - IRA and 401k

Site Map

Corporate Services

Corporate Investors 
 401k ERISA | Investment Management Information  401k Plans: Corporate and Individual 
 401k Plan Fiduciary Responsibilities | 401k Plans

Thank you for visiting

 

 

Please also visit
Recommended Websites
image
image

Morgan Stanley Institutional Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Morgan Stanley Institutional Funds MORGAN STA INST INC. ACTIVE INTL ALLOC I 61744J846 MSACX Mutual Fund   Foreign Stock  $           5000000  $             1000  $           - 0.79 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STA INST INC. EMERGING MARKET CL I 61744J820 MGEMX Mutual Fund   Diversified Emerging Markets  $           5000000  $             1000  $           - 1.43 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STA INST INC. EMG MKTS DEBT CL I 61744J747 MSIEX Mutual Fund   Worldwide Bond  $           5000000  $             1000  $           - 0.81 0 None No Yes 0 N
Morgan Stanley Institutional Funds MORGAN STA INST INC. INTL EQUITY CLASS I 61744J408 MSIQX Mutual Fund   Foreign Stock  $           5000000  $             1000  $           - 0.95 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STA INST INC. SMALL CO GROWTH I 61744J309 MSSGX Mutual Fund   Small Company  $           5000000  $             1000  $           - 1.02 0 None No No 0 Y
Morgan Stanley Institutional Funds MORGAN STA INST INC. US REAL ESTATE CL I 61744J671 MSUSX Mutual Fund   Specialty - Real Estate  $           5000000  $             1000  $           - 0.91 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STA INSTL INTL REAL ESTATE I 61744J317 MSUAX Mutual Fund   Specialty - Real Estate  $           5000000  $             1000  $           - 0.94 0 None No Yes 0 N
Morgan Stanley Institutional Funds MORGAN STAN CORE PLUS FIXED INC PT I 617440300 MPFIX Mutual Fund   Corporate Bond - General  $           5000000  $             1000  $           - 0.45 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STAN INST INC GLB REAL EST PRT I 61744J143 MRLAX Mutual Fund   Specialty - Real Estate  $           5000000  $             1000  $           500000 1.04 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STAN INSTL IN INTL SMALL CAP POR I 61744J838 MSISX Mutual Fund   Foreign Stock  $           5000000  $             1000  $           - 1.12 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STAN US SMALL CAP VALUE PORT CL I 617440409 MPSCX Mutual Fund   Small Company  $           5000000  $             1000  $           - 0.8 0 None No Yes 30 Y
Morgan Stanley Institutional Funds MORGAN STANLEY BALANCED PORT CL I 617440839 MPBAX Mutual Fund   Balanced  $           5000000  $             1000  $           - 0.57 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY CAPITAL GROWTH I 61744J861 MSEQX Mutual Fund   Growth  $           5000000  $             1000  $           - 0.62 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY CORE FIXED INC PORT CL I 617440607 MPSFX Mutual Fund   Corporate Bond - High Quality  $           5000000  $             1000  $           - 0.49 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY FOCUS GROWTH I 61744J689 MSAGX Mutual Fund   Growth  $           5000000  $             1000  $           - 1 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY GL INFRASTRUCTURE CL I 61757Q406 UTLDX Mutual Fund   Specialty - Utility  $           5000000  $             100  $           500000 0.79 0 None No Yes 30 Y
Morgan Stanley Institutional Funds MORGAN STANLEY GLBL FRANCHISE CLASS I 61744J283 MSFAX Mutual Fund   World Stock  $           5000000  $             1000  $           - 1 0 None No No 0 O
Morgan Stanley Institutional Funds MORGAN STANLEY INSTL SMALL MID CAP VAL I 61756E107 MSMDX Mutual Fund   Convertible Bond  $           5000000  $             5000000  $           - 1.17 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY INSTL VALUE EQUITY CL I 61744J705 MSIVX Mutual Fund   Equity-Income  $           5000000  $             1000  $           - 0.67 0 None No Yes 0 O
Morgan Stanley Institutional Funds MORGAN STANLEY INTER DURATION PORT CL I 617440813 MAIDX Mutual Fund   Corporate Bond - General  $           5000000  $             1000  $           - 0.52 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY INTL FIXED INC PORT CL I 617440854 MPIFX Mutual Fund   Worldwide Bond  $           5000000  $             1000  $           - 0.6 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY INVT GRADE FIXED INC PT I 617440805 MPFDX Mutual Fund   Corporate Bond - High Quality  $           5000000  $             1000  $           - 0.52 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY LONG DURATION FIX INC I 617440466 MSFIX Mutual Fund   Income  $           5000000  $             -  $           5000000 0.49 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY LTD DURATION PORT CL I 617440862 MPLDX Mutual Fund   Corporate Bond - General  $           5000000  $             1000  $           - 0.43 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY MID CAP GRWTH PORT CL I 617440508 MPEGX Mutual Fund   Growth  $           5000000  $             1000  $           - 0.63 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY MUNI PORTFOLIO CL I 617440847 MPMFX Mutual Fund   Municipal Bond - National  $           5000000  $             1000  $           - 0.49 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY US MID CAP VAL PORT INT 617440664 MPMIX Mutual Fund   Growth and Income  $           1000000  $             1000  $           1000 1.03 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY US MID CAP VALUE PORT I 617440771 MPMVX Mutual Fund   Growth and Income  $           5000000  $             1000  $           - 0.89 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STANLEY VALUE PORTFOLIO CLASS I 617440201 MPVLX Mutual Fund   Growth and Income  $           5000000  $             1000  $           - 0.65 0 None No Yes 0 Y
Morgan Stanley Institutional Funds MORGAN STA INST INC. INTERNATL EQUITY P 61744J499 MIQBX Mutual Fund   Foreign Stock  $           1000000  $             1000  $           - 1.2 0.25 None Yes Yes N Y
Morgan Stanley Institutional Funds MORGAN STA INST INC. SMALL CO GRWTH CL P 61744J614 MSSMX Mutual Fund   Small Company  $           1000000  $             1000  $           - 1.27 0.25 None No Yes Y Y
Morgan Stanley Institutional Funds MORGAN STAN INSTL AC INTL ALLOC PORT P 61744J655 MSIBX Mutual Fund   Foreign Stock  $           1000000  $             1000  $           100000 1.04 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STAN INSTL IN GLOB REAL EST PORT P 61744J135 MRLBX Mutual Fund   Specialty - Real Estate  $           1000000  $             -  $           100000 1.29 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STAN INSTL IN INTL REAL EST PORT P 61744J341 IERBX Mutual Fund   Specialty - Real Estate  $           1000000  $             1000  $           100000 1.19 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STAN INSTL IN LG CAP RELAT PORT P 61744J440 IVABX Mutual Fund   Equity-Income  $           1000000  $             -  $           100000 0.92 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STAN INSTL INC EMERG MKT PORT P 61744J580 MMKBX Mutual Fund   Diversified Emerging Markets  $           1000000  $             1000  $           1000000 1.68 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY BALANCED PORT CL P 617440557 MBAAX Mutual Fund   Balanced  $           1000000  $             -  $           500000 0.9 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY CAPITAL GROWTH CL P 61744J564 MSEGX Mutual Fund   Growth  $           1000000  $             1000  $           - 0.87 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY CORE FIXED INCOME PORT P 617440524 MDIAX Mutual Fund   Corporate Bond - High Quality  $           1000000  $             -  $           500000 0.74 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY CORE PLUS FIXED INC PRT P 617440581 MFXAX Mutual Fund   Corporate Bond - General  $           1000000  $             -  $           500000 0.7 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY EMERG MRKTS DEBT CL P 61744J598 IEDBX Mutual Fund   Worldwide Bond  $           1000000  $             -  $           100000 1.1 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY FOCUS GROWTH CL P 61744J648 MAEBX Mutual Fund   Growth  $           1000000  $             1000  $           - 1.25 0.25 None Yes Yes N Y
Morgan Stanley Institutional Funds MORGAN STANLEY INSTL US REAL ESTATE PRT P 61744J457 MUSDX Mutual Fund   Specialty - Real Estate  $           1000000  $             1000  $           100000 1.16 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY INTERNATL SM CAPP 61756E842 MSCPX Mutual Fund   Foreign Stock  $           1000000  $             -  $           - 1.39 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY MID CAP GRWTH PORT CL P 617440599 MACGX Mutual Fund   Growth  $           1000000  $             1000  $           - 0.88 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY MUNI PORT CLASS H 617440318 MSMHX Mutual Fund   Municipal Bond - National  $           25000  $             -  $           25000 0.79 0.25 Waived Yes Yes Y N
Morgan Stanley Institutional Funds MORGAN STANLEY MUNICIPAL PORT CL P 617440441 MSMPX Mutual Fund   Municipal Bond - National  $           1000000  $             1000  $           1000000 0.74 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY US MID CAP VAL PORT P 617440540 MMCAX Mutual Fund   Growth and Income  $           1000000  $             1000  $           - 1.15 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY US SMALL CAP VAL PORT P 617440532 MCVAX Mutual Fund   Small Company  $           1000000  $             -  $           500000 1.05 0.25 None Yes Yes Y Y
Morgan Stanley Institutional Funds MORGAN STANLEY VALUE PORTFOLIO CLASS P 617440615 MPVAX Mutual Fund   Growth and Income  $           1000000  $             1000  $           - 0.9 0.25 None Yes Yes Y Y



 








image


 image
image

disclaimeratlantic financial licence