MSCUX Mutual Fund

MSCUX Mutual Fund

NAV$11.34
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Fund Essentials

Net Assets
-
Expense Ratio
1.05%
Dividend Yield (Current)
1.77%
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-1.38%
1 Year-1.81%
3 Year+8.84%

Asset Allocation

Stocks: 97.93%
Cash: 2.08%
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Dividend Summary

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Dividend Yield (Current)
1.77%
Frequency
Annually

Peer Comparison

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

MSCUX Mutual Fund Overview

MSCUX Mutual Fund (Morgan Stanley American Resilience Portfolio Class A) is managed by Morgan Stanley Investment Management. MSCUX expense ratio is 1.05%, holding 31 positions across various sectors. Inception date: 2022-07-29.

MSCUX performance shows a YTD return of -1.38%. The 1-year return is -1.81%. MSCUX dividend yield stands at 1.77%, paid annually.

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

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