MSIPX Mutual Fund

MSIPX Mutual Fund

NAV$5.31
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Fund Essentials

Net Assets
$28M
Expense Ratio
1.65%
Dividend Yield (Current)
4.59%
Holdings
466
Inception Date
Apr 30, 2015
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+7.46%
1 Year+8.23%
3 Year+6.80%
5 Year+2.18%
10 Year+2.73%

Asset Allocation

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

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Dividend Yield (Current)
4.59%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

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

MSIPX Mutual Fund Overview

MSIPX Mutual Fund (Morgan Stanley Income Opportunities Fund Class C) is managed by Morgan Stanley Investment Management with $27.9M in net assets. MSIPX expense ratio is 1.65%, holding 466 positions across various sectors. Inception date: 2015-04-30.

MSIPX performance shows a YTD return of 7.46%. The 1-year return is 8.23% and the 5-year return is 2.18%. MSIPX dividend yield stands at 4.59%, paid monthly.

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

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