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Morgan Stanley Inst Core PlsFxdInc A (MFXAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.54+0.03 (+0.32%)
At close: 08:01PM EDT

Morgan Stanley Inst Core PlsFxdInc A

West Conshohocken PA 19428-0868

100 Front St Ste 1100

One Tower Bridge

Management Information
Matthew C. Dunning,Lead Manager since October 2, 2014
Matt is a portfolio manager on the Global Fixed Income team. He re-joined Morgan Stanley in 2014 and has been with financial industry since 1994. Prior to re-joining the firm, Matt managed the Municipal Valuation Rates group and was a senior taxable municipal bond analyst for the BVAL group at Bloomberg. Previously, he worked for the Customized Fixed Income group at MSIM (formerly Miller, Anderson & Sherred) in trading and portfolio management roles. Matt received a B.A. in business management and business administration from Lycoming College and an M.B.A. in financial institutions management from St. Joseph's University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryIntermediate Core-Plus Bond
Fund FamilyMorgan Stanley
Net Assets454.7M
YTD Return-0.89%
Yield4.83%
Morningstar Rating★★★★
Inception DateNov 6, 1996

Fund Operations

Last Dividend0.09
Last Cap Gain-29.00
Holdings Turnover431.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMFXAXCategory Average
Annual Report Expense Ratio (net)0.77%0.75%
Prospectus Net Expense Ratio0.77%N/A
Prospectus Gross Expense Ratio0.92%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.74%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A