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MLDAX Morgan Stanley Inst Short Dur Inc A

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Fund MLDAX Morgan Stanley Inst Short Dur Inc A
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Similarity
?
100%
Annual Fees
?
$56.20
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.18% annual return
$16,176.74
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 7.00%
3 YR 2.60%
5 YR 2.50%
10 YR 0.12%
Description
The investment seeks above-average total return over a market cycle of three to five years. Under normal market conditions, substantially all of the Portfolio's assets will be invested in investment grade fixed income securities denominated in U.S. dollars. The Portfolio invests primarily in U.S. government securities, investment grade corporate bonds and mortgage- and asset-backed securities. The Portfolio will ordinarily seek to maintain an average duration of approximately one year or less. With respect to corporate issuers, the Portfolio will not purchase securities with remaining maturities of more than 3.25 years subsequent to the Reorganization.

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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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