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Morgan Stanley Institutional Fund Trust Corporate Bond Portfolio Class A – MIGAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.49-0.02 (-0.19%)10.49 - 11.420.0

Market data as of 6:06PM 02/11/16. Quotes are delayed by at least 15 min.

Overview - MIGAX

The investment seeks above-average total return over a market cycle of three to five years. The fund invests at least 80% of the Portfolio's assets in corporate bonds. It invests primarily in U.S. corporate bonds that carry an investment grade rating (i.e., generally rated Baa3 or higher by Moody's Investors Service, Inc. ("Moody's"), BBB- or higher by Standard & Poor's Ratings Group, a division of The McGraw-Hill Companies, Inc. ("S&P"), BBB- or higher by Fitch) or, if unrated, are determined to be of a comparable quality by the Portfolio's Adviser at the time of purchase.

Growth of $10,000 (10 Years)

Total Return3.73%
Yield (Trailing 12 Mo.)2.78%
Expense Ratio1.88%
Front Load4.25%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure4 Years
Fund Inception05/20/2002

Trailing Total Returns - MIGAX

as of 01/31/2016
TimeframeMIGAXS&P 500Corporate Bond
1 Month-0.66%-4.96%0.10%
3 Month-2.29%-6.18%-1.24%
1 Year-5.37%-0.67%-3.64%
3 Year1.56%11.30%1.59%
5 Year4.23%10.91%4.25%
10 Year3.27%6.48%5.10%
Since Inception3.73%10.33%--

Sector Allocation - MIGAX

as of 01/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MIGAX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$31.64M
Total Stock Holdings0
Total Bond Holdings264

Bond Credit Quality - MIGAX

as of 01/31/2016
Below B0.00%
Not Rated0.50%

Top Ten Holdings - MIGAX

as of 01/31/2016
CompanyYTD Return% of Assets
Us 10yr Note (Cbt)mar16 Xcbt 20160321--19.40%
Us 2yr Note (Cbt) Mar16 Xcbt 20160331--18.82%
Us Ultra Bond Cbt Mar16 Xcbt 20160321--3.06%
Us 5yr Note (Cbt) Mar16 Xcbt 20160331--2.28%
Z91qxs9p4 Cds Usd P F 1.00000 Ii5044110150324--1.78%
Z91qxs9p4 Cds Usd R V 03mevent Ii5042320150324--1.77%
Bear Stearns Cos 5.55%--1.50%
Cap One Bk Usa Natl Assn 3.375%--1.08%
Nbcuniversal Media 5.95%--1.06%
Virginia Elec & Pwr 2.95%--1.05%

Valuation & Growth - MIGAX

as of 01/31/2016
ValuationMIGAXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MIGAX, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Tax Analysis - MIGAX, 3 Year Avg

Pretax Return1.56%
Tax-adjusted Return-1.04%
Tax Cost Ratio1.14%
Potential Cap Gains-67.11%

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