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LDTRX:NASDAQ

Morgan Stanley Limited Duration U.S. Government Trust – LDTRX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.210.00 (0.00%)9.21 - 9.340.0

Market data as of 6:05PM 05/23/13. Quotes are delayed by at least 15 min.

Overview - LDTRX

The investment seeks current income, preservation of principal and liquidity. The fund invests substantially all of its net assets in securities issued by the U.S. government, its agencies or instrumentalities, including U.S. Treasury securities and Treasury Inflation Protected Securities ("TIPS"), and zero coupon securities. Its "Adviser," Morgan Stanley Investment Management Inc., seeks to maintain an overall duration of the fund's portfolio of three years or less. U.S. Treasury securities are direct obligations of the U.S. government and can take the form of bonds, notes or bills.

Growth of $10,000 (10 Years)

Total Return3.82%
Yield (Trailing 12 Mo.)1.47%
Expense Ratio0.75%
Front LoadNone
Deferred LoadNone
Minimum Investment$10,000
Management Tenure2 Years
Fund Inception08/13/1991

Trailing Total Returns - LDTRX

as of 04/30/2013
TimeframeLDTRXS&P 500Short Government
1 Month0.00%1.93%0.14%
3 Month0.10%7.18%0.32%
Year-to-Date-0.01%12.74%0.15%
1 Year0.27%16.89%0.70%
3 Year1.22%12.80%1.68%
5 Year1.77%5.21%2.54%
10 Year2.25%7.88%2.70%
Since Inception3.82%10.38%--

Sector Allocation - LDTRX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - LDTRX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
125.67125.67
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.000.00
Foreign Bond59.84
 
 
14.48-45.36
Total59.84140.1580.31
Cash0.00
 
 
19.6919.69
Total Net Assets$185.28M
Total Stock Holdings0
Total Bond Holdings100

Bond Credit Quality - LDTRX

as of 04/30/2013
AAA98.30%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Not Rated1.70%

Top Ten Holdings - LDTRX

as of 04/30/2013
CompanyYTD Return% of Assets
Us 2yr Note (Cbt) Jun13 Xcbt 20130628--40.41%
US Treasury Note 2.125%--11.09%
US Treasury Note 0.5%--10.74%
US Treasury Note 2.25%--9.07%
US Treasury Note 1.875%--8.70%
US Treasury Note 0.75%--8.41%
Bmi0mnal0 Irs Usd P F .82750--8.40%
Bmi0mnal0 Irs Usd R V 03mlibor--8.40%
Us 10yr Note (Cbt)jun13 Xcbt 20130619--8.27%
US Treasury Note 2.25%--7.82%

Valuation & Growth - LDTRX

as of 04/30/2013
ValuationLDTRXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - LDTRX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskBelow Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - LDTRX, 3 Year Avg

Pretax Return1.22%
Tax-adjusted Return0.63%
Tax Cost Ratio0.58%
Potential Cap Gains-42.65%

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