Nasdaq - Delayed Quote USD
Morgan Stanley Mortgage Securities L (MTGCX)
7.76
+0.01
+(0.13%)
At close: May 23 at 8:01:41 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Schwab Institutional
- JPMorgan
- LPL SAM Eligible - 10.24.2024
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 5.1.25
- RBC Wealth Management-Network Eligible
- Ameriprise Financial
- Morgan Stanley Select UMA
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- WFA Fdntl Choice/PIM Updated 5.1.25
- Securities America Inc.
- Vanguard TF
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Nylife Securities LLC
- NYLIFE Securities Mutual Fund Advantage Available
Fund Summary
The fund normally invests at least 80% of its assets in mortgage-related securities. These mortgage-related securities may include mortgage-backed securities such as mortgage pass-through securities, collateralized mortgage obligations ("CMOs"), stripped mortgage-backed securities ("SMBS"), commercial mortgage-backed securities ("CMBS") and inverse floating rate obligations ("inverse floaters"). It may invest up to 50% of its net assets in high yield securities (commonly referred to as "junk bonds").
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Morgan Stanley |
| Net Assets | 615.12M |
| YTD Return | 3.62% |
| Yield | 5.19% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2015 |
Performance & Risk
| YTD Return | 2.48% |
| 5y Average Return | 2.85% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
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