Morgan Stanley Long Duration Government Opportunities Fund Class L (USGCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
7.21
+0.04 (0.56%)
At close: Feb 13, 2026
Fund Assets229.04M
Expense Ratio1.12%
Min. Investment$1,000
Turnover520.00%
Dividend (ttm)0.32
Dividend Yield4.40%
Dividend Growth-0.31%
Payout FrequencyMonthly
Ex-Dividend DateJan 28, 2026
Previous Close7.17
YTD Return1.55%
1-Year Return15.16%
5-Year Return-4.18%
52-Week Low6.33
52-Week High7.21
Beta (5Y)n/a
Holdings184
Inception DateJul 28, 1997

About USGCX

Morgan Stanley Long Duration Government Opportunities Fund Class L is a mutual fund focused on generating a high level of current income while prioritizing the safety of principal. The fund predominantly invests in U.S. government securities, with an emphasis on long duration fixed income assets—typically targeting a portfolio duration of at least ten years. Its strategy combines exposure to U.S. Treasury securities and government agency mortgage-backed securities, leveraging extensive prepayment analysis and sophisticated security selection to potentially reduce credit risk and achieve returns above market benchmarks. The fund’s portfolio is characterized by high credit quality and extensive interest rate sensitivity, making it notably responsive to changes in long-term interest rates. With substantial allocations to agency mortgage-backed securities and collateralized mortgage obligations, it serves investors seeking to benefit from the structural advantages of the long-duration government bond market. The fund plays a specialized role within the broader fixed income sector, offering institutional and individual investors a tool for income generation and diversification, particularly useful for managing duration risk and matching long-term liabilities.

Fund Family Morgan Stanley
Category Long Government
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol USGCX
Share Class L
Index Bloomberg U.S. Government Mortgage TR

Performance

USGCX had a total return of 15.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.20%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
USGDXI0.49%
USGAXA0.85%
MSGVXClass C1.62%

Dividend History

Ex-DividendAmountPay Date
Jan 28, 2026$0.02539Jan 28, 2026
Dec 31, 2025$0.03322Dec 31, 2025
Nov 25, 2025$0.02424Nov 25, 2025
Oct 29, 2025$0.02783Oct 29, 2025
Sep 26, 2025$0.02819Sep 26, 2025
Aug 27, 2025$0.02484Aug 27, 2025
Full Dividend History