Schedule 14A Information required in proxy statement. Schedule 14A Information Proxy Statement Pursuant to Section 14(a) of the Securities and Exchange Act of 1934 (Amendment No. ) Filed by the Registrant [X] Filed by a Party other than the Registrant [ ] Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Preliminary Additional Materials [ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6 (e) (2) ) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material Pursuant to Section 240.149-11 (c) or Section 240.14 Morgan Stanley Balanced Growth Fund ------------------------------------------------ (Name of Registrant as Specified in its Charter) - -------------------------------------------------------------------------------- (Name of Person(s) Filing Proxy Statement, if Other Than the Registrant) Payment of Filing Fee (check the appropriate box): [X] No fee required. [ ] Fee computed on table below per Exchange Act Rules 14a-6(j) (4) and 0-11. 1) Title of each class of securities to which transaction applies: 2) Aggregate number of securities to which transaction applies: 3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11: Set forth the amount on which the filing fee is calculated and state how it was determined. 4) Proposed maximum aggregate value of transaction: 5) Fee previously paid: [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a) (2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the datez of its filing. 1) Amount Previously paid: 2) Form, Schedule or Registration Statement No.: 3) Filing Party: 4) Date Filed: MORGAN STANLEY INVESTMENT MANAGEMENT [Morgan Stanley logo] Headline: Morgan Stanley Investment Management Announces the Proposed Merger of the Income Builder Fund into the Balanced Growth Fund On February 6, 2006, the Board of Trustees of the Morgan Stanley Income Builder Fund approved a plan to merge the fund into the Morgan Stanley Balanced Growth Fund. The proposed merger is subject to the approval of the Morgan Stanley Income Builder Fund's shareholders at a special meeting, which is scheduled to occur on or about July 17, 2006. If shareholder approval is obtained, Morgan Stanley Income Builder Fund will close to all new purchases prior to the consummation of the merger and the combined fund will be named the Morgan Stanley Balanced Fund. A SUPPLEMENT ANNOUNCING THE PROPOSED MERGER OF THE FUND WAS MAILED TO MORGAN STANLEY INCOME BUILDER FUND SHAREHOLDERS IN FEBRUARY. A PROXY STATEMENT OUTLINING THE PROPOSED MERGER WAS MAILED TO SHAREHOLDERS IN MAY. WE ENCOURAGE SHAREHOLDERS TO CONTACT THEIR FINANCIAL ADVISORS WITH ANY QUESTIONS. FOR ADDITIONAL INFORMATION, OR TO VIEW A PROSPECTUS, VISIT MORGANSTANLEY.COM. - ------------------------------------------------------------------------------------------------------------- INCOME BUILDER FUND PROPOSED REORGANIZATION INTO THE BALANCED GROWTH FUND - ------------------------------------------------------------------------------------------------------------- Investment objective Reasonable income as a primary Capital growth with reasonable current investment objective and growth of income. capital as a secondary objective. - ------------------------------------------------------------------------------------------------------------- Investment strategy Invests at least 80% of its assets Invests at least 60% of its assets in in income-producing equity and dividend-paying common stocks and fixed-income securities, with securities convertible into common stocks normally at least 65% of its assets and at least 25% of its assets in invested in income-producing equity fixed-income securities. securities, including common stock, preferred stock and convertible securities. - ------------------------------------------------------------------------------------------------------------- Benchmark Russell 1000(R) Value Index and the Russell 1000(R) Value Index and the Lehman Brothers U.S. Lehman Brothers U.S. Government/Credit Government/Credit Index. Index. - ------------------------------------------------------------------------------------------------------------- Management team* Equity Income team, including James Equity Income and Taxable Fixed Income A. Gilligan, Ellen Gold, James O. teams. Roeder, Thomas B. Bastian, Sergio The Equity Income team includes: James A. Marcheli, and Vincent E. Vizachero Gilligan, James O. Roeder, Thomas B. Bastian, Sergio Marcheli, and Vincent E. Vizachero The Taxable Fixed Income team includes: W. David Armstrong, David S. Horowitz, and Stefania A. Perrucci - ------------------------------------------------------------------------------------------------------------- Symbols/CUSIPs Class A INBAX/616944104 BGRAX/616934105 Class B INBBX/616944203 BGRBX/616934204 Class C INBCX/616944302 BGRCX/616934303 Class D INBDX/616944401 BGRDX/616934402 - ------------------------------------------------------------------------------------------------------------- *Team members may change without notice from time to time. PLEASE CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES OF A FUND CAREFULLY BEFORE INVESTING. THE PROSPECTUS CONTAINS THIS AND OTHER INFORMATION ABOUT THE FUND. TO OBTAIN A PROSPECTUS, CONTACT YOUR FINANCIAL ADVISOR OR DOWNLOAD ONE AT MORGANSTANLEY.COM. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. - -------------------------------------------------------------------------------- NOT FDIC INSURED OFFER NO BANK GUARANTEE MAY LOSE VALUE - -------------------------------------------------------------------------------- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT - -------------------------------------------------------------------------------- Investments and services are offered through Morgan Stanley DW Inc., member SIPC. Morgan Stanley Distributors Inc. (C) 2006 Morgan Stanley RA06-00090P-N02/06
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DEFA14A Filing
Morgan Stanley Balanced Growth Fund Inactive DEFA14AAdditional proxy soliciting materials
Filed: 24 May 06, 12:00am