MTGCX

About MTGCX

Morgan Stanley Mortgage Securities Trust is an open-end mutual fund that primarily invests in mortgage-related securities. Its main objective is to provide investors with current income by allocating at least 80% of its assets to mortgage-backed securities such as pass-through securities, collateralized mortgage obligations, and commercial mortgage-backed securities. The fund’s portfolio is broadly diversified, featuring a range of securities issued or guaranteed by entities like the Government National Mortgage Association, Federal National Mortgage Association, and Federal Home Loan Mortgage Corporation, as well as structured and asset-backed securities from both public and private issuers. This structure makes the fund particularly relevant for investors seeking exposure to the U.S. residential and commercial real estate markets without direct property ownership. Managed by Morgan Stanley Investment Management, the trust is designed to play a specialized role in portfolios by offering access to the mortgage sector, aiming for reliable income streams and maintaining a core fixed-income allocation within diversified investment strategies.