2 / 5 Stars
2 2 5 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#38 in Short-Term Government
U.S. News evaluated 51 Short Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -0.29 percent over the past year, 0.69 percent over the past three years, 1.22 percent over the past five years, and 2.15 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.1%|
|3 Years (Annualized)||0.7%|
|5 Years (Annualized)||1.2%|
|10 Years (Annualized)||2.2%|
The investment seeks current income, preservation of principal and liquidity. The fund invests substantially all of its net assets in securities issued by the U.S. government, its agencies or instrumentalities, including U.S. Treasury securities and Treasury Inflation Protected Securities ("TIPS"), and zero coupon securities. Its "Adviser," Morgan Stanley Investment Management Inc., seeks to maintain an overall duration of the fund's portfolio of three years or less. U.S. Treasury securities are direct obligations of the U.S. government and can take the form of bonds, notes or bills.
Fees are High compared to funds in the same category.
Morgan Stanley Limited Duration U.S. Government Trust has an expense ratio of 0.71 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.