Morgan Stanley Inst Limited Duration I One Tower Bridge 100 Front St Ste 1100 West Conshohocken PA 19428-0868 Map
Phone: 800-548-7786
| Category: | Short-Term Bond | | Fund Family: | Morgan Stanley | | Net Assets: | 520.15M | | Year-to-Date Return: | -19.21% | | Yield: | 6.53% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-92 |
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Richard Scott
Lead Manager since
01-May-08 | | | Richard has been associated with the Investment Adviser in an investment management capacity since February 1992 and began managing the Fund in May 2008. |
| 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 U.S. government securities, investment grade corporate bonds and mortgage securities. It seeks value in the fixed income market with only a limited sensitivity to changes in interest rates. The fund ordinarily seeks to maintain an average duration similar to that of the Merrill Lynch 1-3 Year Treasury index, which generally ranges between zero and three years. |
| Last Dividend
(4-Nov-08):
| 0.05 | | Last Cap Gain
(19-Dec-03):
| 0.02 | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 106.22% |
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| Expense | MPLDX | Category Avg | | Total Expense Ratio: | 0.45%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.69% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$144 | $420 | | 5 Yr Expense Projection*: |
$252 | $674 | | 10 Yr Expense Projection*: |
$567 | $1,391 |
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