MFXAX : Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio Class A

MFXAX is a Bond Market Total US Bond Market with MODERATE fees.

MFXAX

Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio Class A

FI Score

50 /100

Expense Ratio Rating

5 /10

Expense Rating

3 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

50% FI Score
  • mfxax
  • Mutual Fund
  • Bond
  • Total US Bond Market

Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio Class A

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks above-average total return over a market cycle of three to five years. The fund normally invests 80% of its assets in fixed income securities. It invests primarily in a diversified mix of U.S. dollar-denominated investment grade fixed income securities, particularly U.S. government, corporate, municipal and mortgage-backed securities. The fund will ordinarily seek to maintain an average weighted maturity between five and ten years. It may, but it is not required to, use derivative instruments for a variety of purposes, including hedging, risk management, portfolio management or to earn income.

Largest Holdings

Amount Holding
8.89% 2 Year Treasury Note Future June 20
5.12% 5 Year Treasury Note Future June 20
3.86% Federal National Mortgage Association 3.5%
3.69% United States Treasury Bonds 3%
2.37% Federal National Mortgage Association 3%
1.65% Australia (Commonwealth of) 2.75%
1.54% United States Treasury Bonds 3%
1.23% Us Ultra Bond Cbt Jun20 Xcbt 20200619
1.18% Government National Mortgage Association 4%
0.99% United States Treasury Notes 0.88%
0.79% iShares iBoxx $ Invmt Grade Corp Bd ETF
0.68% United States Treasury Bonds 1%
0.43% Federal National Mortgage Association 2.5%
0.42% JPMorgan Chase & Co. 3.7%
0.41% Federal National Mortgage Association 3%
0.39% Secretaria Tesouro Nacional 0%
0.38% Greece (Republic Of) 3.38%
0.36% Capital One Financial Corporation 3.3%
0.34% Brazil (Federative Republic) 4.5%
0.34% Fnma Pass-Thru I 3.5%
0.33% Mexico (United Mexican States) 8.5%
0.32% Citigroup Inc. 2.98%

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