Morgan Stanley Limited Duration U.S. Government Trust

Scorecard
2 / 5 Stars
Lipper
2 3 5 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#30 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.

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Performance

The fund has returned -0.42 percent over the past year, 0.71 percent over the past three years, 1.21 percent over the past five years, and 2.13 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year -0.4%
3 Years (Annualized) 0.7%
5 Years (Annualized) 1.2%
10 Years (Annualized) 2.1%

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Summary

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

Fees are Low compared to funds in the same category.
Morgan Stanley Limited Duration U.S. Government Trust has an expense ratio of 0.71 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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