USGDX Mutual Fund

USGDX Mutual Fund (Morgan Stanley Long Duration Government Opportunities Fund Class I) is managed by Morgan Stanley Investment Management with $67.3M in net assets. USGDX expense ratio is 0.49%, holding 134 positions across sectors including Utilities, Financials. Inception date: 1997-07-28.

USGDX performance shows a YTD return of -3.46%. The 1-year return is 3.05% and the 5-year return is -1.37%. USGDX dividend yield stands at 5.89%, paid monthly.

USGDX top holdings include Fannie Mae Or Freddie Mac (10.8%), Government National Mortgage Association 07/20/2053 (5.3%), Government National Mortgage Association 06/20/2053 (4.5%), Fannie Mae Or Freddie Mac (4.3%), Fannie Mae Or Freddie Mac (4.1%). Go to all USGDX holdings, USGDX sectors, or USGDX dividends.

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