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MPLDX:NASDAQ

Morgan Stanley Institutional Limited Duration Fund Class I – MPLDX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
7.800.00 (0.00%)7.72 - 7.810.0

Market data as of 6:05PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - MPLDX

The investment seeks above-average total return over a market cycle of three to five years. The fund normally invests 80% of its assets in fixed income securities. It invests primarily in U.S. government securities, investment grade corporate bonds and mortgage- and asset-backed securities. The fund will ordinarily seek to maintain an average duration similar to that of the Barclays Capital 1-3 Year U.S. Government/Credit Index, which generally ranges between zero and three years. It may, but it is not required to, use derivative instruments for a variety of purposes, including hedging, risk management, portfolio management or to earn income.

Growth of $10,000 (10 Years)

Total Return3.22%
Yield (Trailing 12 Mo.)1.65%
Expense Ratio0.64%
Front LoadNone
Deferred LoadNone
Minimum Investment$5,000,000
Management Tenure5 Years
Fund Inception03/31/1992

Trailing Total Returns - MPLDX

as of 04/30/2013
TimeframeMPLDXS&P 500Short-Term Bond
1 Month0.26%1.93%0.31%
3 Month0.51%7.18%0.60%
Year-to-Date0.77%12.74%0.66%
1 Year2.33%16.89%2.63%
3 Year2.32%12.80%2.68%
5 Year-0.20%5.21%3.33%
10 Year0.28%7.88%3.11%
Since Inception3.22%10.38%--

Sector Allocation - MPLDX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - MPLDX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
57.8257.82
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.000.00
Foreign Bond27.85
 
 
64.1036.25
Total27.85121.9294.07
Cash0.00
 
 
5.935.93
Total Net Assets$130.10M
Total Stock Holdings0
Total Bond Holdings230

Bond Credit Quality - MPLDX

as of 04/30/2013
AAA29.48%
AA8.45%
A35.14%
BBB20.63%
BB4.26%
B1.02%
Below B0.60%
Not Rated0.42%

Top Ten Holdings - MPLDX

as of 04/30/2013
CompanyYTD Return% of Assets
Us 2yr Note (Cbt) Jun13 Xcbt 20130628--22.11%
Us 5yr Note (Cbt) Jun13 Xcbt 20130628--10.19%
US Treasury Note 1.25%--5.43%
Bmi0j2p83 Irs Usd P F .82000--4.80%
Bmi0j2p83 Irs Usd R V 03mlibor--4.79%
Bmi0m7846 Irs Usd P F .81687--2.82%
Bmi0m7846 Irs Usd R V 03mlibor--2.82%
Us 10yr Note (Cbt)jun13 Xcbt 20130619--2.32%
Bmi0wb309 Irs Usd P F 2.05750--2.10%
US Treasury Note 0.375%--2.09%

Valuation & Growth - MPLDX

as of 04/30/2013
ValuationMPLDXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - MPLDX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - MPLDX, 3 Year Avg

Pretax Return2.32%
Tax-adjusted Return1.66%
Tax Cost Ratio0.65%
Potential Cap Gains-196.82%

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