About ETBOX
The E*TRADE No Fee U.S. Bond Index Fund is an open-end mutual fund designed to provide broad exposure to the U.S. investment-grade bond market. The fund employs a passive management strategy, seeking results that closely track its benchmark, the Bloomberg U.S. Government/Credit Bond Index, which comprises a diverse range of U.S. Treasury, government-related, and corporate bonds. Managed by Morgan Stanley Investment Management, the fund distinguishes itself with a 0% expense ratio, no minimum investment requirement, and no commissions for eligible E*TRADE account holders, helping investors efficiently capture bond market performance without recurring management fees. With holdings primarily in U.S. Treasuries and high-quality corporate bonds, the fund targets intermediate-term securities and distributes income monthly. By offering easy access to a diversified, low-cost fixed income portfolio, this fund serves as a core component for investors seeking income generation, risk diversification, and capital preservation within the context of the broader U.S. financial market.
Fund Family Morgan Stanley
Category Intermediate Core Bond
Stock Exchange Nasdaq
Ticker Symbol ETBOX
ETBOX had a total return of -1.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.45%.
