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Morningstar

Morgan Stanley Global Fixed Inc Opps C MSIPX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 5.03  /  0.00
  • Total Assets 780.3 Mil
  • Adj. Expense Ratio
    1.620%
  • Expense Ratio 1.620%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.85%
  • Effective Duration 3.97 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MSIPX

Will MSIPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSIPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSIPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A pending manager departure does not alter our conviction.

Senior Analyst Elbie Louw

Elbie Louw

Senior Analyst

Summary

Despite changes to the management lineup, the strategy remains in experienced hands.

by Elbie Louw
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSIPX

More MSIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Mar24 Xcbt 20240328

5.16 50.5 Mil
Government

Euro Bobl Future Mar 24

3.49 34.1 Mil
Government

Euro Bund Future Mar 24

3.28 32.1 Mil
Government

Msilf Government Portfolio Msilf Government Portfolio

2.65 25.9 Mil
Cash and Equivalents

Smict49j6 Irs Sek R F 3.48250 Ii4993420231129 Ccpvanilla

2.23 21.8 Mil
Government

Secretaria Tesouro Nacional 10%

2.11 20.7 Mil
Government

Federal National Mortgage Association 5.5%

1.90 18.6 Mil
Securitized

United States Treasury Bills 0.01%

1.86 18.2 Mil
Government

Ultra 10 Year US Treasury Note Future Mar 24

1.39 13.6 Mil
Government

Smictb9c5 Irs Sek R F 3.47000 Ii7737030231130 Ccpvanilla

1.12 10.9 Mil
Government