Morgan Stanley Inst Intm Duration I One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868 Map
Phone: 800-548-7786
| Category: | Intermediate-Term Bond | | Fund Family: | Morgan Stanley | | Net Assets: | 3.30M | | Year-to-Date Return: | -11.17% | | Yield: | 5.87% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-94 |
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W. David Armstrong
Lead Manager since
30-Apr-02 | | | Armstrong is a managing director with Morgan Stanley Investment Advisors. He has been associated with the firm in an investment management capacity since February 1998. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks above-average total return over a market cycle of three to five years. The fund invests primarily in a diversified mix of U.S. government securities, investment grade corporate bonds and mortgage securities. It also may invest, to a limited extent, in non-dollar-denominated securities. The fund seeks value in the fixed income market with only a moderate sensitivity to changes in interest rates. It ordinarily seeks to maintain an average duration between two and five years. The fund may invest over 50% of assets in mortgage securities. |
| Last Dividend
(4-Nov-08):
| 0.03 | | Last Cap Gain
(27-Dec-04):
| 0.03 | | Annual Holdings Turnover
| 89.00% | | Average for Category:
| 198.25% |
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| Expense | MAIDX | Category Avg | | Total Expense Ratio: | 0.54%
| 0.97% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.19% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$176 | $464 | | 5 Yr Expense Projection*: |
$307 | $718 | | 10 Yr Expense Projection*: |
$689 | $1,431 |
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