Morgan Stanley Mortgage Securities C
522 Fifth Avenue Jersey City NJ 07311
Map
Phone: 800-869-6397
| Category: | Intermediate Government | | Fund Family: | Morgan Stanley | | Net Assets: | 3.16M | | Year-to-Date Return: | 5.80% | | Yield: | 2.64% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jul-97 |
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Sheila Huang
Lead Manager since
14-Aug-08 | | | Prior to August 2008, Huang was a Director and portfolio manager at Highland Capital from January 2007 to August 2008. From April 2004 to January 2007, she was a portfolio manager with Credit Suisse. From 1999 to 2003, she was at BlackRock Financial Management, where she was mortgage strategist and a fixed income quantitative analyst. Prior to that she was a credit analyst at Citibank. Huang holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks current income. The fund normally invests at least 80% of assets in mortgage-related securities, including mortgage-backed securities such as mortgage pass-through securities, collateralized mortgage obligations and commercial mortgage-backed securities. It is not limited as to the maturities or types of mortgage-backed securities in which it may invest. It may invest in asset-backed securities. |
| Last Dividend
(28-Sep-09):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 402.53% |
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| Expense | MTGCX | Category
Avg | | Total Expense Ratio: | 1.77%
| 1.02% | | Max 12b1 Fee: | 0.85%
| N/A | | Max Front End Sales Load: | %
| 4.12% | | Max Deferred Sales Load: | 1.00%
| 2.74% | | 3 Yr Expense Projection*: |
$ 557 | $493 | | 5 Yr Expense Projection*: |
$ 959 | $736 | | 10 Yr Expense Projection*: |
$ 2,084 | $1,432 |
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