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MSPDX Morgan Stanley Inst Strategic Income C

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Fund MSPDX Morgan Stanley Inst Strategic Income C LEOOX Lazard Enhanced Opportunities Open  
100% 88%
Annual Fees
(2.10% Exp. Ratio)
(1.97% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$9,118.95 $9,489.30
Est. savings over 30 yrs +$370.35
As of 9/30/16
1 YR RETURN 1.77%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.96%
3 YR --
5 YR --
10 YR --
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 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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