Morgan Stanley Inst Core Plus FI P
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: | 105.17M | | Year-to-Date Return: | -11.65% | | Yield: | 5.34% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Nov-96 |
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W. David Armstrong
Lead Manager since
30-Sep-00 | | | 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: | $1,000,000 | | 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 dollar denominated investment grade fixed income securities, particularly U.S. government, corporate and mortgage securities. It seeks to maintain an average weighted maturity between five and ten years. The fund may invest opportunistically in non-dollar denominated securities and in high yield securities. The Portfolio may invest over 50% of assets in mortgage securities. It may invest up to 20% of assets in public bank loans made by banks or other financial institutions. |
| Last Dividend
(2-Jul-08):
| 0.15 | | Last Cap Gain
(19-Dec-02):
| 0.15 | | Annual Holdings Turnover
| 139.00% | | Average for Category:
| 200.26% |
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| Expense | MFXAX | Category
Avg | | Total Expense Ratio: | 0.69%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$224 | $466 | | 5 Yr Expense Projection*: |
$390 | $718 | | 10 Yr Expense Projection*: |
$871 | $1,428 |
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