Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Helen Hou


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | MSFVX Insights | MSFVX Score | MSFVX Performance | MSFVX Manager | MSFVX News | MSFVX Allocation | MSFVX Holdings Change

Mutual Fund Insights: Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

In-depth Analysis of Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

Mutual fund chart: Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

3 months
6 months
1 year
3 year
5 year

See Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) performance details as of January 31, 2010

  

    Last Trade: $10.54 on 3/15/2010, Change: 0.00 (0%)

  

Fund Manager - W. David Armstrong

Fund Manager Tenure: 3.7 years   [Similar Funds: MSFIX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Armstrong is a managing director with Morgan Stanley Investment Advisors. He has been associated with the firm in an investment management capacity since February 1998.  Get more insights on W. David Armstrong

  

What we like about Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) What we like about Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

Data for Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) as of January 31, 2010

  • Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) management has been with Morgan Stanley Inst Long Dur Fix Inc P Fund for 3.7 years
  • Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) has good mid-term performance (3-year return 7.93% vs 5.57% Long-Term Bond category average)
  • Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) has a Morningstar rating of 4 and above
  • Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) has an annual stock turnover rate of 80.00% vs Long-Term Bond average of 173.33%. It is good that Morgan Stanley Inst Long Dur Fix Inc P management does not trade extensively for its return.
  • Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) has a lower management fee than its Long-Term Bond average: 0.75% vs 0.88%

  

What we are cautious about Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) What we are cautious about Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

Data for Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) as of January 31, 2010

  • Morgan Stanley Inst Long Dur Fix Inc P Fund is a focused fund with 37.40% 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 P Fund (MSFVX) has a less-than-ideal short-term performance (1-year return 12.37% vs 22.68% Long-Term Bond category average)
  • Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) is less safe compared to its Long-Term Bond peers
  • Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.23 that is higher than category average of 11.64
  • Even though Morgan Stanley Inst Long Dur Fix Inc P Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Long-Term Bond category?

Below are some additional Long-Term Bond mutual funds generated out of our database

  

Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) Net Asset

Track net asset change of Morgan Stanley Inst Long Dur Fix Inc P fund (MSFVX)

DateNet Asset
01/2010$530.00K
11/2009$570.00K
10/2009$570.00K
More historic net asset information on Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

  

Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Long Dur Fix Inc P fund (MSFVX)

DateCashStockBondOther
09/20092.87%0%96.66%0.47%
06/20094.21%0%95.37%0.41%
03/20093.68%0%107.13%0.43%
Click here to see more historic asset allocation information on Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

  

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

Discover what Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX) 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
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%]

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 P Fund (MSFVX)

  

Related books and products to Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

  

Latest News on Morgan Stanley Inst Long Dur Fix Inc P (MSFVX)

See what is happening with Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)

 

Books and Resources

 

 

See more information on Morgan Stanley Inst Long Dur Fix Inc P Fund (MSFVX)