Corporate Bond PortfolioMSBOX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$154.6M
Expense ratio
1.75%
1-year return
+3.4%
3 years, a year
+4.1%
5 years, a year
-0.3%
Holdings
310
What it aims to do.
The Corporate Bond Portfolio ?(the Fund) seeks above-average total return over a market cycle of three to five years.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Bank Of America Corp | 2.00% |
| JPMorgan Chase & Co | 1.94% |
| Morgan Stanley & Co. LLC | 0.89% |
| ORCL Oracle Corp | 0.86% |
| Wells Fargo & Company | 0.85% |
| VZ Verizon Communications | 0.83% |
| GS Goldman Sachs Group Inc | 0.80% |
| Bank Of America Corp | 0.77% |
| Imperial Brands Fin Plc | 0.75% |
| Copt Defense Prop Lp | 0.75% |
More on MSBOX.
- MSBOX overview
- MSBOX holdings
- MSBOX risk
- MSBOX costs
- MSBOX money in and out
- MSBOX share classes
- Compare MSBOX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.