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Morgan Stanley Inst Core PlsFxdInc Instl (MPFIX) Fund Ranking and Research

Ranking, Research and Recommendation of Morgan Stanley Inst Core PlsFxdInc Instl (MPFIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) ManagerFund Manager - Matthew Dunning

Fund Manager Information

Fund Manager Tenure: 3.2 years
Fund Family: Morgan Stanley
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

 

Graph of Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) ProfileMorgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) Profile

Fund Profile and Description

Morgan Stanley Inst Core PlsFxdInc Instl Fund seeks above-average total return over a market cycle of three to five years. Morgan Stanley Inst Core PlsFxdInc Instl Fund invests at least 80% of 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 and mortgage securities and will ordinarily seek to maintain an average weighted maturity between five and ten years.

 

Morgan Stanley Inst Core PlsFxdInc Instl (MPFIX) Fund Strength What we like about Morgan Stanley Inst Core PlsFxdInc Instl (MPFIX) Fund

Data for Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) as of May 30, 2016

  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) management has been with Morgan Stanley Inst Core PlsFxdInc Instl Fund for 3.2 years
  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) has good short-term performance (1-year return 6.41% vs 2.06% Intermediate-Term Bond category median performance)
  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) has good mid-term performance (3-year return 4.99% vs 2.45% Intermediate-Term Bond category median performance)
  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) has good Long-term performance (5-year return 5.39% vs 3.27% Intermediate-Term Bond category median performance)
  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) has a Morningstar rating of 4 and above
  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) has a lower expense ratio than its Intermediate-Term Bond average: 0.51% vs 0.81%
  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) Weakness What we are cautious about Morgan Stanley Inst Core PlsFxdInc Instl (MPFIX) Fund

Data for Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) as of May 30, 2016

  • Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.39 that is higher than category average of 3.08
See Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) performance details as of May 30, 2016

 

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Compare Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Morgan Stanley Inst Core PlsFxdInc Instl7.846.414.995.39
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) Net Asset TrackingMorgan Stanley Inst Core PlsFxdInc Instl (MPFIX) Fund Net Asset

Track net asset change of Morgan Stanley Inst Core PlsFxdInc Instl fund (MPFIX)

DateNet Asset
05/2016$187.81M
03/2016$173.61M
02/2016$174.12M
More historic net asset information on Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX)

  

Graph of Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) Portfolio TrackingMorgan Stanley Inst Core PlsFxdInc Instl (MPFIX) Fund Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Core PlsFxdInc Instl fund (MPFIX)

DateCashStockBondOther
03/20169.8%0%87.45%0.2%
12/20156.18%0%90.37%0%
09/20158.59%0%86.58%0.67%
Click here to see more historic asset allocation information on Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX)

 

graph of Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) Top 10 Position TrackingTop 10 Holdings in Morgan Stanley Inst Core PlsFxdInc Instl (MPFIX) Fund

Discover what Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX) manager is buying

Mar 30, 2016
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [14.1%]
Us 10yr Ultra Fut Jun16 Xcbt 20160621 [7.04%]
Us Ultra Bond Cbt Jun16 Xcbt 20160621 [4.82%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [3.71%]
FHLMC 3.5% [2.75%]
US Treasury Note [2.27%]
FNMA 4% [1.43%]
Z91qxs9p4 Cds Usd P F 1.00000 Ii5044110150324 [1.35%]
Z91qxs9p4 Cds Usd R V 03mevent Ii5042320150324 [1.34%]
FNMA [1%]

Dec 30, 2015
Us 10yr Note (Cbt)mar16 Xcbt 20160321 [13.8%]
Us 2yr Note (Cbt) Mar16 Xcbt 20160331 [10.15%]
Us Ultra Bond Cbt Mar16 Xcbt 20160321 [3.92%]
US Treasury Note [3.37%]
FHLMC 3.5% [3.05%]
Us 5yr Note (Cbt) Mar16 Xcbt 20160331 [2.92%]
US Treasury Note 1.5% [2.83%]
Us Long Bond(Cbt) Mar16 Xcbt 20160321 [1.66%]
FNMA 4% [1.48%]
Z91qxs9p4 Cds Usd P F 1.00000 Ii5044110150324 [1.35%]

Sep 29, 2015
Us 10yr Note (Cbt)dec15 Xcbt 20151221 [12.31%]
Us 5yr Note (Cbt) Dec15 Xcbt 20151231 [6.56%]
Bmi2wjxg0 Irs Usd P F 1.73300 Ii7075420150305 Ccp [3.83%]
Bmi2wjxg0 Irs Usd R V 03mlibor Ii7072970150305 Ccp [3.76%]
US Treasury Note [3.35%]
Us Ultra Bond Cbt Dec15 Xcbt 20151221 [2.91%]
US Treasury Note 1.5% [2.83%]
Freddie Mac Gold Single Family TBA 3.5% 2045-11-01 [2.71%]
Us Long Bond(Cbt) Dec15 Xcbt 20151221 [2.51%]
Freddie Mac Gold Single Family TBA 4% 2045-11-01 [2.19%]
Click here for Stock Holding Change Map in Morgan Stanley Inst Core PlsFxdInc Instl Fund (MPFIX)

  

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