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Morgan Stanleyglobal Infrastruct: (MF: UTLBX)
(MF) As of Apr 22, 2014 06:06 PM ET
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Zacks MF Rank : 3 - Hold
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Mar 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 3/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 3/31/2014
% of Portfolio
Top Equity Holdings
(As of 12/31/2013) % of Portfolio
NATIONAL GRID PLC
AMERICAN TOWER CORP CL A
WILLIAMS COMPANIES INC
CROWN CASTLE INTL CORP
SNAM RETE GAS SPA
SPECTRA ENERGY CORP
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Morgan Stanleyglobal Infrastruct UTLBX
%Max Sales Load
%Min Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in April 1988 and is managed by Morgan Stanley Investment Advisors. The objective of the fund is to provide both capital appreciation and current income. The fund substantially invests in common stocks and other equity securities (including depositary receipts) and investment grade fixed-income securities (including asset-backed and zero-coupon securities) of companies engaged in the utilities industry. Income dividends are distributed quarterly. Capital gains, if any, are distributed in June and December.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
performance for information about the performance numbers displayed above.
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