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Most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here.Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.Morgan Stanley Investment Management does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. The information on this Web page is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.© Eaton Vance Management. All rights reserved.Morgan Stanley Distribution, Inc. serves as the distributor for Morgan Stanley Funds. Morgan Stanley Distribution, Inc. Member FINRA / SIPC. Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. One Post Office Square, Boston, MA 02109. Member FINRA/SIPC. Exchange-traded funds are distributed by Foreside Fund Services, LLC.NOT FDIC INSURED | OFFER NO BANK GUARANTEE | MAY LOSE VALUE | NOT INSURED BY

To get the most value from your financial advisor, you must ask the right questions.Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs. During financial and retirement planning sessions, you can lean on pointed queries to reveal assumptions that should be refined. And in your annual reviews, targeted questions can uncover what’s really working in your financial plan.Here are 16 key questions to ask a financial advisor — in the first interview, during retirement planning sessions, and in your year-end financial reviews.Your First Financial Advisor Interview1. How Will Our Advisor-Client Relationship Work?Your goal here is to understand how often you'll talk with your advisor in person, online, or over the phone. There are two points to verify in this conversation: how much time your advisor needs from you and how much time you need from your advisor.Early on your financial advisor interview, confirm how often you can expect to talk with your advisor in person, online, or over the phone. gettyYour advisor will ask you to carve out time for planning discussions and financial decision-making. If you can't fit those conversations into your schedule, your financial momentum will suffer.On the other hand, you may need more contact with your advisor than the average client. Say you tend to panic when the stock market dips. In that case, you'd probably benefit from a reassuring phone call now and then. The right financial advisor for you must be open to those unscheduled conversations.2. How Do You Get Paid?Advisors earn through stated fees, commissions, or both. You pay the stated fees and other partners pay commissions.Commissions are an important topic of discussion because they create conflicts of interest. Your advisor should be recommending financial products that benefit you, regardless of the commission opportunity. But unethical advisors may put themselves first by pushing products primarily to pad their own income.If an advisor earns commissions, ask how he or she handles conflicts of interest. Generally, you want an advisor who’s transparent about these conflicts.ForbesDo I Need A Financial Advisor Or Should I Go It Alone?3. Are You a Fiduciary?There are two standards of conduct that help financial advisors and their clients manage conflicts of interest: fiduciary duty and best interest.Fiduciary advisors put their clients' needs above their own. In practice, fiduciaries avoid conflicts of interest, usually by not selling commission-based products. They are ethically bound to make recommendations that best match the client's financial situation and goals — even if that results in lower income for the advisor.The SEC's best-interest standard is slightly more lenient than the fiduciary standard. Under the best-interest protocol, your advisor should only propose financial products that are the most appropriate

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