Morgan Stanley Inst Core Plus FI Instl

The investment seeks above-average total return over a market cycle of three to five years.
The fund normally invests 80% of its assets in fixed income securities. It invests primarily in a diversified mix of U.S. dollar-denominated investment grade fixed income securities, particularly U.S. government, corporate, municipal, mortgage- and asset-backed securities. The fund will ordinarily seek to maintain an average weighted maturity between five and ten years. The fund may, but it is not required to, use derivative instruments for a variety of purposes, including hedging, risk management, portfolio management or to earn income.

Key stats

Management firm  Morgan Stanley
Domicile  United States
Fund Administrator  Morgan Stanley Investment Management Inc
Global Branding Name  Morgan Stanley
12 month yield  2.99%
Fund currency  USD
Launch Date  1984-11-14
ISIN  US6174403005
SEDOL  2224206
Manager 1 Name  Neil Stone
Manager 2 Name  Joseph Mehlman
Fund Strategy  Intermediate-Term Bond
Benchmark  Barclays US Agg Bond TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-09-30
Return - 1 Month  -0.19%
Return - 2 Months  0.88 %
Return - 3 Months  0.95%
Return - 6 Months  3.43 %
Return - 9 months  6.57 %
Return - 12 Months  7.82%
Annualized return 24 months  3.62 %
Annualized return 36 months  5.90 %
Annualized return 48 months  5.35 %
Annualized return 60 months  6.27 %
Return 120 months  3.78 %
Annualized return since Inception  7.56%
Return YTD  6.57%

Ratings

Morning Star Rating Date   2014-09-30
Morning Star Rating - 36 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $5,000,000
Maximum Managment Charge  0.38 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact name  Vivian Pecorella
Contact Address  Morgan Stanley
Contact Address 2  1221 Avenue of the Americas
Contact Address 3  New York, NY, 10020
Contact city  New York
Contact country  United States
Fund Admin Group  Morgan Stanley
Web Address  www.morganstanley.com
Custodian  State Street Bank & Trust Co
Phone  1-855-227-2994

Price

Last Price Date  2014-10-29
Pre-tax nav  10.34
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.01
Price change (percentage)  -0.10 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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