Mutual Fund Insights: Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

In-depth Analysis of Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

3 months 6 months 1 year 3 year 5 year

See Morgan Stanley CA Tax-Free Income B Fund (CLFBX) performance details as of February 28, 2010

  

Last Trade: $11.41 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Robert J. W. Stryker

Fund Manager Tenure: 0.3 years   [Similar Funds: CLFAX  CLFCX  CLFDX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Robert J. W. Stryker is a vice president of Van Kampen and has been associated with Van Kampen in an investment management capacity since February 1994. Prior to being appointed manager of the fund, Robert J. W. Stryker worked as a municipal credit analyst and portfolio manager for the investment advisor.  Get more insights on Robert J. W. Stryker

  

 What we like about Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

Data for Morgan Stanley CA Tax-Free Income B Fund (CLFBX) as of February 28, 2010

• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) is a new fund and has been performing well against its peers for both one-month and three_month performance
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) has good mid-term performance (3-year return 2.18% vs 1.83 % Muni California Long category average)
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) has good Long-term performance (5-year return 3.10% vs 2.92 % Muni California Long category average)
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) ratio of up-years vs down years is greater than 2
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) has an annual stock turnover rate of 10.00% vs Muni California Long average of 32.82%. It is good that Morgan Stanley CA Tax-Free Income B management does not trade extensively for its return.
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.12, lower than category average of 8.44
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) has a lower management fee than its Muni California Long average: 0.85% vs 1.04%

  

 What we are cautious about Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

Data for Morgan Stanley CA Tax-Free Income B Fund (CLFBX) as of February 28, 2010

• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) management has been with Morgan Stanley CA Tax-Free Income B Fund for only 0.3 years, it is hard to judge manager's ability based on this fund's operation record
• Morgan Stanley CA Tax-Free Income B Fund is a focused fund with 33.31% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) has a less-than-ideal short-term performance (1-year return 10.01% vs 12.42 % Muni California Long category average)
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) has a Morningstar rating of 3 and below
• Morgan Stanley CA Tax-Free Income B Fund (CLFBX) carries a 5% load

See Morgan Stanley CA Tax-Free Income B Fund (CLFBX) performance details as of February 28, 2010

  

  

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Morgan Stanley CA Tax-Free Income B Fund (CLFBX) Net Asset

Track net asset change of Morgan Stanley CA Tax-Free Income B fund (CLFBX)

Date	Net Asset
02/2010	$330.56M
01/2010	$263.97M
11/2009	$266.75M

More historic net asset information on Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

  

Morgan Stanley CA Tax-Free Income B Fund (CLFBX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley CA Tax-Free Income B fund (CLFBX)

Date	Cash	Stock	Bond	Other
09/2009	0%	0%	100%	0%
06/2009	0%	0%	100%	0%
03/2009	0%	0%	100%	0%

Click here to see more historic asset allocation information on Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

  

Most Recent Top 10 Holdings in Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

Discover what Morgan Stanley CA Tax-Free Income B Fund (CLFBX) manager is buying

30-Sep-09 Long Beach Calif Fing Auth 6% [6.33%] Foothill / Eastern Transn Corr Tol 5.85% [4.04%] Los Angeles Calif Dept Wtr & P Rev 5.25% [4.03%] California St Dept Wtr Res Cen Rev Bd 5% [3.86%] Duarte Calif Ctfs Partn Ctfs Of P 5.25% [3.77%] Univ Calif Revs General R 4.5% [2.94%] San Jose Calif Arpt Rev Arpt 5% [2.89%] San Francisco Calif City & Cnt Go Bds 5% [2.4%] Madera Cnty Calif Ctfs Partn Cops 6.5% [2.35%] San Joaquin Hills Calif Transn Sr Lie 5% [2.34%]

30-Jun-09 Long Beach Calif Fing Auth 6% [6.89%] California St Dept Wtr Res Cen Rev Bd 5% [5.57%] Los Angeles Calif Dept Wtr & P Rev 5.25% [4.71%] Duarte Calif Ctfs Partn Ctfs Of P 5.25% [3.98%] Foothill / Eastern Transn Corr Tol 5.85% [3.74%] Los Angeles Calif Wastewtr Sys Wstwtr 5% [3.12%] San Jose Calif Arpt Rev Arpt 5% [2.89%] Univ Calif Revs General R 4.5% [2.75%] Madera Cnty Calif Ctfs Partn Cops 6.5% [2.48%] San Francisco Calif City & Cnt Go Bds 5% [2.45%]

31-Mar-09 Long Beach Calif Fing Auth 6% [7.4%] California St Dept Wtr Res Cen Rev Bd 5% [6.63%] Los Angeles Calif Dept Wtr & P Rev 5.25% [5.11%] Duarte Calif Ctfs Partn Ctfs Of P 5.25% [4.58%] Foothill / Eastern Transn Corr Toll Rd [4.13%] Los Angeles Calif Wastewtr Sys Wstwtr 5% [3.35%] San Jose Calif Arpt Rev Arpt 5% [3.3%] California St Pub Wks Brd Leas Lease 5% [3.24%] Univ Calif Revs General R 4.5% [2.85%] Univ Calif Revs General R 4.5% [2.81%]

Click here for Stock Holding Change Map in Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

  

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See more information on Morgan Stanley CA Tax-Free Income B Fund (CLFBX)

• Morgan Stanley CA Tax-Free Income B Fund Insights
• Morgan Stanley CA Tax-Free Income B Fund Performance Data
• Morgan Stanley CA Tax-Free Income B Fund News
• Morgan Stanley CA Tax-Free Income B Fund Score Explaination
• Morgan Stanley CA Tax-Free Income B Fund Manager Information
• Historic Morgan Stanley CA Tax-Free Income B Fund Asset Allocation Report
• Historic Morgan Stanley CA Tax-Free Income B Fund Top 10 Holding Tracking
• Historic Morgan Stanley CA Tax-Free Income B Fund Asset Under Management Tracking