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Mutual Fund Insights: Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

In-depth Analysis of Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

Mutual fund chart: Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

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See Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) performance details as of February 28, 2010

Last Trade: $10.65 on 3/19/2010, Change: +0.02 (0.19%)

Fund Manager - Jaidip Singh

Fund Manager Tenure: 2.2 years [Similar Funds: MSFVX ]
Fundmojo Fund Grade: B (Score: 0.6) (What does this score mean?)

Jaidip Singh is an executive director and portfolio manager with Morgan Stanley Investment Advisors, his employer since April 1996. Get more insights on Jaidip Singh

What we like about Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

Data for Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) as of February 28, 2010

Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) has good mid-term performance (3-year return 7.26% vs 4.93 % Long-Term Bond category average)
Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) ratio of up-years vs down years is greater than 2
Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) has a Morningstar rating of 4 and above
Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) has an annual stock turnover rate of 80.00% vs Long-Term Bond average of 164.04%. It is good that Morgan Stanley Inst Long Dur Fix Inc I management does not trade extensively for its return.
Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) has a lower management fee than its Long-Term Bond average: 0.50% vs 0.92%
Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

Data for Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) as of February 28, 2010

Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) management has been with Morgan Stanley Inst Long Dur Fix Inc I Fund for only 2.2 years, it is hard to judge manager's ability based on this fund's operation record
Morgan Stanley Inst Long Dur Fix Inc I Fund is a focused fund with 33.55% 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 Inst Long Dur Fix Inc I Fund (MSFIX) has a less-than-ideal short-term performance (1-year return 14.96% vs 28.60 % Long-Term Bond category average)
Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) is less safe compared to its Long-Term Bond peers
Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) does not have a good risk adjusted return as its 3-year Alpha of -5.77 is worse than category average of -4.33, and its 3-year Sharpe ratio is 0.48
Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.18 that is higher than category average of 11.6

See Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) performance details as of February 28, 2010

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Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) Net Asset

Track net asset change of Morgan Stanley Inst Long Dur Fix Inc I fund (MSFIX)

Date	Net Asset
02/2010	$29.62M
01/2010	$29.07M
11/2009	$31.36M

More historic net asset information on Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Long Dur Fix Inc I fund (MSFIX)

Date	Cash	Stock	Bond	Other
09/2009	2.87%	0%	96.66%	0.47%
06/2009	4.21%	0%	95.37%	0.41%
03/2009	3.68%	0%	107.13%	0.43%

Click here to see more historic asset allocation information on Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

Most Recent Top 10 Holdings in Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

Discover what Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX) manager is buying

30-Sep-09

US Treasury Bond 6.625% [14.7%]
US Treasury Bond 6.125% [5.6%]
U S Treas Sec Stripped Int Pmt [3.73%]
FNMA 7.25% [2.87%]
Msilf Money Mkt Portfolio [2.81%]
FHLMC 6.75% [2.67%]
US Treasury Bond 6.25% [2.28%]
U S Treas Sec Stripped Int Pmt [2.18%]
At&T 8% [1.61%]
U S Treas Bd Stripped Prin Pmt [1.48%]

30-Jun-09

31-Mar-09

US Treasury Bond 6.625% [16.25%]
US Treasury Bond 6.375% [8%]
U S Treas Sec Stripped Int Pmt [4.02%]
U S Treas Sec Stripped Int Pmt [3.59%]
FNMA 7.25% [3.11%]
FHLMC 6.75% [2.9%]
US Treasury Bond 6.25% [2.49%]
U S Treas Bd Stripped Prin Pmt [1.64%]
At&T 8% [1.54%]
Brazil Federative Rep 8.25% [1.34%]

Click here for Stock Holding Change Map in Morgan Stanley Inst Long Dur Fix Inc I Fund (MSFIX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.