MFIRX Mutual Fund

MFIRX Mutual Fund

NAV$5.41
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Fund Essentials

Net Assets
$10,009.82
Expense Ratio
0.57%
Dividend Yield (Current)
4.95%
Holdings
466
Inception Date
Jun 15, 2018
Fund Family
Morgan Stanley Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+7.82%
1 Year+8.99%
3 Year+7.84%
5 Year+3.21%

Asset Allocation

Stocks: 1.29%
Bonds: 97.89%
Other: 0.82%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
4.95%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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MFIRX Mutual Fund Overview

MFIRX Mutual Fund (Morgan Stanley Income Opportunities Fund Class R) is managed by Morgan Stanley Investment Management with $10,009.82 in net assets. MFIRX expense ratio is 0.57%, holding 466 positions across various sectors. Inception date: 2018-06-15.

MFIRX performance shows a YTD return of 7.82%. The 1-year return is 8.99% and the 5-year return is 3.21%. MFIRX dividend yield stands at 4.95%, paid monthly.

MFIRX top holdings include a diversified portfolio. View all MFIRX holdings, sector breakdown, or dividend history.

MFIRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.