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MSPDX Morgan Stanley Inst Strategic Income C

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Fund MSPDX Morgan Stanley Inst Strategic Income C AGZD WisdomTree Barclays US AggtBd Zr Dur ETF LEOOX Lazard Enhanced Opportunities Open  
Similarity
?
100% 86% 88%
Annual Fees
?
$214.66
(2.10% Exp. Ratio)
$23.51
(0.23% Exp. Ratio)
$201.38
(1.97% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$10,226.10 $18,039.66 $10,641.41
Est. savings over 30 yrs +$7,813.56 +$415.31
Return
As of 11/30/16
1 YR RETURN 1.17%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.46%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.15%
3 YR --
5 YR --
10 YR --
Description
The investment seeks total return comprised of income and capital appreciation. The Portfolio will primarily invest in fixed income securities which the Portfolio's Adviser and/or "Sub-Adviser," Morgan Stanley Investment Management Limited, will allocate among asset classes or market segments, which include: (1) corporate securities, (2) residential and commercial mortgage-backed securities, (3) asset-backed securities, (4) foreign securities, including emerging market securities and (5) U.S. government securities and foreign sovereign debt.
The investment seeks track the price and yield performance, before fees and expenses, of the Barclays Rate Hedged U.S. Aggregate Bond Index, Zero Duration. The index is designed to provide long exposure to the Barclays U.S. Aggregate Bond Index while seeking to manage interest rate risk through the use of short positions in U.S. Treasury securities. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. It is non-diversified.
The investment seeks current income and long-term capital appreciation. The Portfolio seeks to achieve its investment objective over a full market cycle through a hedged strategy investing primarily in convertible fixed income and preferred securities (including those rated below investment grade ("junk")). Although its investment focus is U.S. companies, the Portfolio also may invest in non-U.S. companies, including depositary receipts and shares. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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