MyPlanIQ 401k Investor Morgan Stanley 401(k) Plan

Morgan Stanley 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate MRLAX MSIF, Inc. Global Real Est Prt (MGREX)
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX MSIF, Inc. Emerging Markets Pt (MMMPX)
INTERNATIONAL EQUITY
Foreign Large Growth EFG Artisan International Growth Trust
Foreign Large Blend ACWX BlackRock MSCI ACWI ex U.S. Index
Foreign Small/Mid Blend GWX Pyramis Select Int’l Small Cap
Others
Nontraditional Bond EIGMX Eaton Vance Global Macro Absolute Return Fund
Target Date 2026-2030 STLDX BlackRock LifePath Index 2030
Retirement Income STLAX BlackRock LifePath Index Retirement
US EQUITY
LARGE BLEND VFINX Mellon S&P 500 Index
SMALL BLEND RSEIX Royce Special Equity
LARGE GROWTH MSEQX MSIF, Inc. Growth Portfolio (MGRPX)
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate MRLAX MSIF, Inc. Global Real Est Prt (MGREX)
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX MSIF, Inc. Emerging Markets Pt (MMMPX)
INTERNATIONAL EQUITY
Foreign Large Growth EFG Artisan International Growth Trust
Foreign Large Blend ACWX BlackRock MSCI ACWI ex U.S. Index
Foreign Small/Mid Blend GWX Pyramis Select Int’l Small Cap
Foreign Large Blend MSIQX MSIF, Inc. Intl Eq Portfolio (MIQPX)
Others
Nontraditional Bond EIGMX Eaton Vance Global Macro Absolute Return Fund
Target Date 2026-2030 STLDX BlackRock LifePath Index 2030
Retirement Income STLAX BlackRock LifePath Index Retirement
Target Date 2036-2040 STLEX BlackRock LifePath Index 2040
Target Date 2051 LPVIX BlackRock LifePath Index 2055
Target Date 2046-2050 STLFX BlackRock LifePath Index 2050
Target Date 2021-2025 LPBIX BlackRock LifePath Index 2025
Target Date 2041-2045 LPHIX BlackRock LifePath Index 2045
Target Date 2031-2035 LPJIX BlackRock LifePath Index 2035
ROOT MS Morgan Stanley Stock Fund
Target Date 2016-2020 STLCX BlackRock LifePath Index 2020
US EQUITY
LARGE BLEND VFINX Mellon S&P 500 Index
SMALL BLEND RSEIX Royce Special Equity
LARGE GROWTH MSEQX MSIF, Inc. Growth Portfolio (MGRPX)
LARGE VALUE TILCX TRowe Price Large Cap Value
Mid-Cap Growth MPEGX MSIF Trust Mid Cap Grw Port (MMCGX)
MID-CAP BLEND USMIX BlackRock Extended Market Index
Small Growth MSSGX MSIF, Inc. Small Company GrPrt (MFLLX)
MID-CAP VALUE SYIMX Systematic Mid Cap Value Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Core Fixed Income Portfolio
Intermediate-Term Bond WFBIX BlackRock Bond Index
Short-Term Bond PTLDX PIMCO Low Duration Fund (PTLDX)
Intermediate Government PNIGX BlackRock FedFund (TFDXX)
Inflation-Protected Bond PRRIX PIMCO Real Return Portfolio
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) (PFUIX)
Emerging Markets Bond RBESX BlueBay Emerging Mkt Slt Debt
Total Available Funds: 32
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
Global Real Estate MRLAX MSIF, Inc. Global Real Est Prt (MGREX) 73% 1 60 0 0.94% 0%
Emerging Market
DIVERSIFIED EMERGING MKTS MGEMX MSIF, Inc. Emerging Markets Pt (MMMPX) 89% 1 60 0 0.95% 0%
INTERNATIONAL EQUITY
Foreign Large Growth EFG Artisan International Growth Trust 99% 1 60 0 0.36% 1.55%
Foreign Large Blend ACWX BlackRock MSCI ACWI ex U.S. Index 97% 1 60 0 0.34% 2.92%
Foreign Small/Mid Blend GWX Pyramis Select Int’l Small Cap 97% 1 60 0 0.4% 2.68%
Foreign Large Blend MSIQX MSIF, Inc. Intl Eq Portfolio (MIQPX) 92% 1 60 0 1.8% 0%
Others
Nontraditional Bond EIGMX Eaton Vance Global Macro Absolute Return Fund 100% 1 60 0 0.77% 5.78%
Target Date 2026-2030 STLDX BlackRock LifePath Index 2030 94% 1 60 0 0.34% 3.1%
Retirement Income STLAX BlackRock LifePath Index Retirement 92% 1 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX BlackRock LifePath Index 2040 92% 1 60 0 1.04% 3.18%
Target Date 2051 LPVIX BlackRock LifePath Index 2055 85% 1 60 0 0.59% 1.16%
Target Date 2046-2050 STLFX BlackRock LifePath Index 2050 81% 1 60 0 0.34% 1.14%
Target Date 2021-2025 LPBIX BlackRock LifePath Index 2025 56% 1 60 0 0.59% 1.83%
Target Date 2041-2045 LPHIX BlackRock LifePath Index 2045 54% 1 60 0 0.34% 1.27%
Target Date 2031-2035 LPJIX BlackRock LifePath Index 2035 53% 1 60 0 0.34% 1.5%
ROOT MS Morgan Stanley Stock Fund 0% 1 60 0 NA 3.56%
Target Date 2016-2020 STLCX BlackRock LifePath Index 2020 0% 1 60 0 0.67% 1.74%
US EQUITY
LARGE BLEND VFINX Mellon S&P 500 Index 98% 1 60 0 0.14% 1.27%
SMALL BLEND RSEIX Royce Special Equity 95% 1 60 0 2.24% 0%
LARGE GROWTH MSEQX MSIF, Inc. Growth Portfolio (MGRPX) 85% 3 60 0 0.89% 0%
LARGE VALUE TILCX TRowe Price Large Cap Value 82% 3 60 0 0.56% 8.52%
Mid-Cap Growth MPEGX MSIF Trust Mid Cap Grw Port (MMCGX) 81% 3 60 0 0.74% 0%
MID-CAP BLEND USMIX BlackRock Extended Market Index 73% 1 60 0 0.38% 4.48%
Small Growth MSSGX MSIF, Inc. Small Company GrPrt (MFLLX) 70% 1 60 0 2.1% 0%
MID-CAP VALUE SYIMX Systematic Mid Cap Value Portfolio 0% 1 60 0 0.88% 0.98%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Core Fixed Income Portfolio 97% 1 60 0 0.83% 3.98%
Intermediate-Term Bond WFBIX BlackRock Bond Index 96% 1 60 0 0.1% 3.31%
Short-Term Bond PTLDX PIMCO Low Duration Fund (PTLDX) 90% 3 60 0 1.05% 4.06%
Intermediate Government PNIGX BlackRock FedFund (TFDXX) 82% 3 60 0 1.84% 3.51%
Inflation-Protected Bond PRRIX PIMCO Real Return Portfolio 80% 1 60 0 1.37% 4.44%
WORLD BOND PFUAX PIMCO Foreign Bond (Unhedged) (PFUIX) 64% 1 60 0 0.61% 2.82%
Emerging Markets Bond RBESX BlueBay Emerging Mkt Slt Debt 15% 3 60 0 0.74% 6.7%
Average Expense Ratio: 0.81%
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Related Retirement Plans
MORGAN STANLEY 401(K) PLAN
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.5% 7.3% -1.8% 3.8% 3.2% 5.5%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:MS)
The plan consists of 34 funds. It covers 5 major asset classes and 31 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

Morgan Stanley (Ticker: MS) is one of the largest investment banks.



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