Address And Details

1585 Broadway , New York, NY 10036
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

Morgan Stanley Global Fixed Income Opportunities Fund (the Fund ) seeks a high level of current income as its primary investment objective. As a secondary objective, the Fund seeks to maximize total return but only to the extent consistent with its primary objective.The Fund will normally invest at least 80% of its assets in a portfolio of fixed-income securities. This policy may be changed without shareholder approval; however, you would be notified upon 60 days notice in writing of any changes. The Fund s Adviser, Morgan Stanley Investment Management Inc. and/or Sub-Adviser, Morgan Stanley Investment Management Limited, will allocate the Fund s investments among the following asset classes or market segments: (1) corporate securities, (2)residential and commercial mortgage-backed securities, (3) asset-backed securities, (4) emerging market securities, (5)convertible securities, (6) U.S. government securities and foreign sovereign debt, and (7) derivatives, including interest rate-related derivatives and currency derivatives. Securities may be rated either investment grade or below investment grade and denominated in any currency, hedged or un-hedged. The amount of the Fund s assets committed to any one asset class or market segment will fluctuate. However, the Fund may invest up to 65% of its net assets in any one asset class or market segment. The Adviser and Sub-Adviser have the flexibility to select any combination of at least two asset classes of the aforementioned groups depending upon market conditions and the current economic environment and, as a result, at any given time the Fund s assets may be invested in certain groups and not others.The Fund s investment process incorporates information about environmental, social and governance issues (also referred to asESG) via an integrated approach within the investment team s fundamental investment analysis framework. The Fund s Adviser and/or Sub-Adviser may engage with management of certain issuers regarding corporate governance practices as well as what the Fund s Adviser and/or Sub-Adviser deem to be materially important environmental and/or social issues facing a company.The corporate securities in which the Fund will invest may include fixed-income securities issued by corporations located in or outside of the United States, certificates of deposit and bankers acceptances issued or guaranteed by, or time deposits maintained at, banks, commercial paper and convertible securities.

Net Asset Value

as of 5:34 PM ET 09/17/2021

Performance

  • 1 Week
  • -0.17%
  • 1 Month
  • 0.00%
  • 3 Months
  • 0.00%
  • 1 Yr Return
  • +0.52%
  • 5 Yr Return
  • +5.05%

Equity Sector Breakdown

ConsumerDurables n/a
Energy n/a
Finance n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Bonds 91.33%
Other 5.95%
Cash 2.72%
Stocks 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 694.56 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 0.89 2.54 2.94
Beta 0.72 0.56 0.65
R Squared 0.16 0.13 0.14
Std Deviation 6.29 4.98 5.09
Sharpe Ratio 0.65 0.75 n/a

Purchase Information

as of 5:39 PM ET 09/09/2021
Minimum Initial $5000000
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 05/31/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 05/31/2021
1 Year
  • +3.89%
  • +7.84%
+3.89% +7.84%
3 Year
  • +4.95%
  • +4.95%
+4.95% +4.95%
10 Year
  • +5.16%
  • +4.99%
+5.16% +4.99%
Life Of Fund
  • +4.37%
  • +4.39%
+4.37% +4.39%

Top 10 Holdings

Symbol Company Name % Of Assets
n/a

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