Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Morgan Stanley Mutual Funds
View all of Morgan Stanley’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Morgan Stanley Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley Long Duration Govt Opps A | USGAX | Long Government | −13.81% | 85 | 0.850% | Above Average | Front Load | $1,000 | ||
| Morgan Stanley Long Duration Govt Opps I | USGDX | Long Government | −13.80% | 86 | 0.490% | Average | Institutional | $1.0 Mil | ||
| Morgan Stanley Mortgage Securities A | MTGAX | Intermediate Core-Plus Bond | — | −1.73% | 10 | 1.000% | High | Front Load | $1,000 | |
| Morgan Stanley Mortgage Securities I | MTGDX | Intermediate Core-Plus Bond | — | −1.29% | 9 | 0.700% | High | Institutional | $1.0 Mil | |
| Morgan Stanley Mortgage Securities L | MTGCX | Intermediate Core-Plus Bond | — | −1.71% | 12 | 1.300% | Low | Level Load | $1,000 | |
| Morgan Stanley Mortgage Securities R6 | MORGX | Intermediate Core-Plus Bond | — | −1.51% | 9 | 0.650% | High | Retirement, Large | $5.0 Mil |
Morgan Stanley Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank