UK markets closed

Morgan Stanley Inst Short Dur Inc C (MSLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.960.00 (0.00%)
As of 08:05AM EDT. Market open.

Morgan Stanley Inst Short Dur Inc C

West Conshohocken PA 19428-0868

100 Front St Ste 1100

One Tower Bridge

Management information
,Lead manager since 30 November 2023
Stella Ma is a portfolio manager on the Broad Markets Fixed Income team. She began her career in the investment industry at Morgan Stanley in 2016. Stella earned a B.S.E. in operations research and financial engineering from Princeton University. She also holds the Chartered Financial Analyst designation.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryShort-Term Bond
Fund familyMorgan Stanley
Net assets237.96M
YTD return0.77%
Yield2.02%
Morningstar rating★
Inception date27 Sept 2007

Fund operations

Last dividend0.05
Last cap gainN/A
Holdings turnover26.00%
Average for categoryN/A

Fees and expenses

ExpenseMSLDXCategory average
Annual report expense ratio (net)0.55%0.68%
Prospectus net expense ratio0.55%N/A
Prospectus gross expense ratio0.71%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A2.59%
Max deferred sales loadN/A1.12%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A