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Morgan Stanley Inst Limited Duration I (MPLDX) Fund Ranking and Research

Ranking, Research and Recommendation of Morgan Stanley Inst Limited Duration I (MPLDX) Fund

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

 

Graph of Morgan Stanley Inst Limited Duration I Fund (MPLDX) ManagerFund Manager - Matthew Dunning

Fund Manager Information

Fund Manager Tenure: 4.2 years
Fund Family: Morgan Stanley
Fund Category: Short-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of Morgan Stanley Inst Limited Duration I Fund (MPLDX) ProfileMorgan Stanley Inst Limited Duration I Fund (MPLDX) Profile

Fund Profile and Description

Morgan Stanley Inst Limited Duration I Fund seeks above-average total return over a market cycle of three to five years. Morgan Stanley Inst Limited Duration I Fund invests at least 80% of assets in fixed income securities. It invests primarily in U.S. government securities, investment grade corporate bonds and mortgage securities. Morgan Stanley Inst Limited Duration I Fund ordinarily seeks to maintain an average duration similar to that of the Citigroup 1-3 Year Treasury/Government Sponsored Index, which generally ranges between zero and three years.

 

Morgan Stanley Inst Limited Duration I (MPLDX) Fund Strength What we like about Morgan Stanley Inst Limited Duration I (MPLDX) Fund

Data for Morgan Stanley Inst Limited Duration I Fund (MPLDX) as of May 30, 2016

  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) management has been with Morgan Stanley Inst Limited Duration I Fund for 4.2 years
  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) has good short-term performance (1-year return 2.86% vs 0.74% Short-Term Bond category median performance)
  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) has good mid-term performance (3-year return 1.94% vs 0.93% Short-Term Bond category median performance)
  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) has good Long-term performance (5-year return 1.90% vs 1.38% Short-Term Bond category median performance)
  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) has an annual stock turnover rate of 41.00% vs Short-Term Bond average of 64.39%. It is good that Morgan Stanley Inst Limited Duration I management does not trade extensively for its return.
  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) has a lower expense ratio than its Short-Term Bond average: 0.53% vs 0.80%
  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Morgan Stanley Inst Limited Duration I Fund (MPLDX) Weakness What we are cautious about Morgan Stanley Inst Limited Duration I (MPLDX) Fund

Data for Morgan Stanley Inst Limited Duration I Fund (MPLDX) as of May 30, 2016

  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) has a Morningstar rating of 3 and below
  • Morgan Stanley Inst Limited Duration I Fund (MPLDX) is more volatile than its peers as it has a 3-year Standard Deviation of 2.02 that is higher than category average of 1.36
See Morgan Stanley Inst Limited Duration I Fund (MPLDX) performance details as of May 30, 2016

 

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Compare Morgan Stanley Inst Limited Duration I Fund (MPLDX)Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Morgan Stanley Inst Limited Duration I3.682.861.941.90
Hartford Short Duration I (HSDIX)2.031.361.562.08Compare
Principal Short-Term Income R5 (PSIQX)1.481.141.271.77Compare
JPMorgan Limited Duration Bd Sel (HLGFX)0.710.691.202.28Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare Morgan Stanley Inst Limited Duration I Fund (MPLDX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Bond ETF (BSV)1.45%1.38%1.31%
iShares 1-3 Year Credit Bond (CSJ)1.33%1.29%1.11%
SPDR Barclays Short Term Corp Bd ETF (SCPB)000
Vanguard Short-Term Corporate Bond ETF (VCSH)000

 

Graph of Morgan Stanley Inst Limited Duration I Fund (MPLDX) Net Asset TrackingMorgan Stanley Inst Limited Duration I (MPLDX) Fund Net Asset

Track net asset change of Morgan Stanley Inst Limited Duration I fund (MPLDX)

DateNet Asset
05/2016$149.61M
03/2016$149.69M
02/2016$145.55M
More historic net asset information on Morgan Stanley Inst Limited Duration I Fund (MPLDX)

  

Graph of Morgan Stanley Inst Limited Duration I Fund (MPLDX) Portfolio TrackingMorgan Stanley Inst Limited Duration I (MPLDX) Fund Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Limited Duration I fund (MPLDX)

DateCashStockBondOther
03/201610.49%0%81.65%0%
12/20155.2%0%88.27%0%
09/20154.97%0%88.02%0.1%
Click here to see more historic asset allocation information on Morgan Stanley Inst Limited Duration I Fund (MPLDX)

 

graph of Morgan Stanley Inst Limited Duration I Fund (MPLDX) Top 10 Position TrackingTop 10 Holdings in Morgan Stanley Inst Limited Duration I (MPLDX) Fund

Discover what Morgan Stanley Inst Limited Duration I Fund (MPLDX) manager is buying

Mar 30, 2016
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [31.49%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [27.67%]
Private Expt Fdg 1.45% [2.52%]
Us 10yr Note (Cbt)jun16 Xcbt 20160621 [2.4%]
Hashemite Kingdom Jordan Govt 2.503% [1.94%]
Toronto Dominion Bk 1.95% [1.58%]
Verizon Comms 2.55% [1.39%]
At&T 0.14% [1.34%]
Ford Cr Auto Own Tr 2014-Rev1 2.26% [1.28%]
Jpmorgan Chase 1.85% [1.27%]

Dec 30, 2015
Us 2yr Note (Cbt) Mar16 Xcbt 20160331 [32.7%]
Us 5yr Note (Cbt) Mar16 Xcbt 20160331 [31.05%]
US Treasury Note 1% [5.44%]
Verizon Comms 2.55% [1.25%]
At&T 0.14% [1.2%]
Ford Cr Auto Own Tr 2014-Rev1 2.26% [1.16%]
Ing Bk Nv 144A 2.05% [1.06%]
Cap One Finl 2.45% [1%]
FHLMC CMO 7.5% [0.96%]
Ubs Ag Stamford Brh 2.375% [0.92%]

Sep 29, 2015
Us 2yr Note (Cbt) Dec15 Xcbt 20151231 [34.4%]
Us 5yr Note (Cbt) Dec15 Xcbt 20151231 [27.09%]
Bmi2yur05 Irs Usd P F 1.57990 Ii6696710150320 [3.79%]
Bmi2yur05 Irs Usd R V 03mlibor Ii6695140150320 [3.75%]
Us 10yr Note (Cbt)dec15 Xcbt 20151221 [2.09%]
Verizon Comms 2.55% [1.14%]
At&T 0.14% [1.09%]
Ford Cr Auto Own Tr 2014-Rev1 2.26% [1.07%]
Citigroup 8.5% [1.04%]
Chase Issuance Tr 2012-8a 0.54% [1.02%]
Click here for Stock Holding Change Map in Morgan Stanley Inst Limited Duration I Fund (MPLDX)

  

Latest News on Morgan Stanley Inst Limited Duration I (MPLDX) Fund

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