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Morgan Stanley Institutional Fund Trust Corporate Bond Portfolio Class I – MPFDX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.490.00 (0.00%)10.47 - 11.410.0

Market data as of 6:05PM 02/05/16. Quotes are delayed by at least 15 min.

Overview - MPFDX

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 Return6.12%
Yield (Trailing 12 Mo.)3.14%
Expense Ratio1.15%
Front LoadNone
Deferred LoadNone
Minimum Investment$5,000,000
Management Tenure4 Years
Fund Inception08/31/1990

Trailing Total Returns - MPFDX

as of 01/31/2016
TimeframeMPFDXS&P 500Corporate Bond
1 Month-0.66%-4.96%0.10%
3 Month-2.22%-6.18%-1.24%
1 Year-5.06%-0.67%-3.64%
3 Year1.84%11.30%1.59%
5 Year4.44%10.91%4.25%
10 Year3.45%6.48%5.10%
Since Inception6.12%10.33%--

Sector Allocation - MPFDX

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

Asset Allocation - MPFDX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$31.64M
Total Stock Holdings0
Total Bond Holdings282

Bond Credit Quality - MPFDX

as of 01/31/2016
Below B0.00%
Not Rated1.54%

Top Ten Holdings - MPFDX

as of 01/31/2016
CompanyYTD Return% of Assets
Us 10yr Note (Cbt)dec15 Xcbt 20151221--20.27%
Us 2yr Note (Cbt) Dec15 Xcbt 20151231--15.33%
Us 5yr Note (Cbt) Dec15 Xcbt 20151231--6.68%
Bmi34gvk8 Irs Usd P F 1.58825 Ii1343260150430--4.13%
Bmi34gvk8 Irs Usd R V 03mlibor Ii1341330150430--4.08%
Us Ultra Bond Cbt Dec15 Xcbt 20151221--2.81%
Bmi398fm5 Irs Usd P F 2.49100 Ii5293140150605 Ccpvanilla--1.90%
Us Long Bond(Cbt) Dec15 Xcbt 20151221--1.84%
Bmi398fm5 Irs Usd R V 03mlibor Ii5290540150605 Ccpvanilla--1.82%
Z91qxs9p4 Cds Usd P F 1.00000 Ii5044110150324--1.61%

Valuation & Growth - MPFDX

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

Morningstar Summary - MPFDX, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Tax Analysis - MPFDX, 3 Year Avg

Pretax Return1.84%
Tax-adjusted Return0.54%
Tax Cost Ratio1.28%
Potential Cap Gains-186.83%

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