7.4 in Long-Term Bond
U.S. News evaluated 31 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 4 2 1 4 1 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | C+ (Hold) |
Fund Overview
The investment seeks an above-average total return over a market cycle of three to five years. The fund invests at least 80% of 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 securities and will ordinarily seek to maintain an average weighted duration of approximately ten or more years. The fund 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.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | -1.5% |
| 1 Year | 19.1% |
| 3 Years (Annualized) | 12.8% |
| 5 Years (Annualized) | 9.8% |
| 10 Years (Annualized) |
Performance
The fund has returned 19.08 percent over the past year, 12.80 percent over the past three years, and 9.76 percent over the past five years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 29.65 | 30.11 | -0.45 |
| Stocks | 0.0 | 0.0 | 0.0 |
| Bonds | 85.46 | 0.0 | 85.46 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 87.63 | 72.64 | 14.99 |
| Foreign Stocks | 0.0 | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| % Net Assets | |
|---|---|
| 6141154l4 Irs Sek P F 2.89000 4314365x8 | 22.04 |
| 6141154l4 Irs Sek R V 03mstibo 6141154l4 | 21.81 |
| 3516162lr Irs Cad P F 2.70000 3312305x6 | 11.49 |
| 3516162lr Irs Cad R V 03mcdor 3516162l0 | 11.19 |
| US Treasury Bond 3.875% | 9.38 |
Fees
Morgan Stanley Institutional Long Duration Fixed Income Portfolio has an expense ratio of 0.50 percent.
