Morgan Stanley Mutual Funds
Morgan Stanley Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 7 of 7 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Morgan Stanley Long Duration Govt Opps A | USGAX | Long Government | — | 6.25% | 1 | 0.850% | Above Average | Front Load | $1,000 | |
Morgan Stanley Long Duration Govt Opps I | USGDX | Long Government | — | 6.52% | 1 | 0.490% | Average | Institutional | $1.0 Mil | |
Morgan Stanley Long Duration Govt Opps L | USGCX | Long Government | — | 6.03% | 2 | 1.120% | Low | Level Load | $1,000 | |
Morgan Stanley Mortgage Securities A | MTGAX | Intermediate Core-Plus Bond | — | 7.14% | 5 | 1.000% | High | Front Load | $1,000 | |
Morgan Stanley Mortgage Securities I | MTGDX | Intermediate Core-Plus Bond | — | 7.53% | 3 | 0.700% | High | Institutional | $1.0 Mil | |
Morgan Stanley Mortgage Securities L | MTGCX | Intermediate Core-Plus Bond | — | 7.01% | 6 | 1.300% | Low | Level Load | $1,000 | |
Morgan Stanley Mortgage Securities R6 | MORGX | Intermediate Core-Plus Bond | — | 7.59% | 3 | 0.650% | High | Retirement, Large | $5.0 Mil |
Morgan Stanley Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank