MSBWX Mutual Fund

MSBWX Mutual Fund

NAV$11.20
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Fund Essentials

Net Assets
-
Expense Ratio
1.80%
Dividend Yield (Current)
1.56%
Holdings
31
Inception Date
Jul 29, 2022
Fund Family
Morgan Stanley Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-2.14%
1 Year-2.48%
3 Year+7.99%

Asset Allocation

Stocks: 97.93%
Cash: 2.08%
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Dividend Summary

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Dividend Yield (Current)
1.56%
Frequency
Annually

Peer Comparison

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

MSBWX Mutual Fund Overview

MSBWX Mutual Fund (Morgan Stanley American Resilience Portfolio Class C) is managed by Morgan Stanley Investment Management. MSBWX expense ratio is 1.80%, holding 31 positions across various sectors. Inception date: 2022-07-29.

MSBWX performance shows a YTD return of -2.14%. The 1-year return is -2.48%. MSBWX dividend yield stands at 1.56%, paid annually.

MSBWX top holdings include a diversified portfolio. Go to all MSBWX holdings, MSBWX sectors, or MSBWX dividends.

MSBWX can be compared against other funds. Use MSBWX overlap to find shared positions, or MSBWX vs another fund for a side-by-side view. MSBWX alternatives are available via the screener, along with tax-loss harvesting opportunities.