Back to top
more

Msift Core Plus Fix Income Port I: (MF: MPFIX)

(MF) As of Mar 23, 2017 06:05 PM ET

 Add to portfolio

$10.89 USD

-0.01 (-0.09%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Latest Performance as of Feb 28, 2017

Total Return %* Percentile Rank Objective
YTD 1.20 35
3 months 1.66 33
6 months 1.89 10
1 Year 12.93 3
3 Year 5.95 2
5 Year 5.45 2
10 Year 4.01 34

* Annual for three years and beyond.

Zacks Premium Research for MPFIX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 1.64
% Yield 3.06
% SEC Yield 3.43
Net Assets (Mil $) 2/28/2017 193.98
%Turnover 2/28/2017 262.00

Risk

3 Year 5 Year 10 Year
Beta 0.89 0.96 0.92
Alpha 3.56 3.26 0.06
R Squared 0.32 0.46 0.51
Std. Dev. 4.63 4.14 5.23
Sharpe 1.27 1.31 3.00

Sector / Country Weightings

As of 2/28/2017 % of Portfolio
NA NA

Portfolio Holdings

Top Holdings (As of 9/30/2016) % of Portfolio Value (Mil$)
US TREAS NOTES 4.57 10.17
FED NATL MORT ASSOC OCTOB 3.39 7.55
FED NATL MORT ASSOC CONVE 2.84 6.31
FED NATL MORT ASSOC OCTOB 2.80 6.23
US TREAS INFL IDX BOND 2.33 5.17
GOVT NATL MORT ASSOC VARI 2.19 4.88
US TREAS NOTE 1.80 4.01
FED NATL MORT ASSOC OCTOB 1.39 3.08
FED NATL MORT ASSOC CONVE 1.25 2.77
US TREAS NOTES 1.17 2.61

Stock Holding % of Net Assets

As Of 9/30/2016
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA