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MPLDX:NASDAQ

Morgan Stanley Institutional Fund Trust Short Duration Income Portfolio Class I – MPLDX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
7.610.00 (0.00%)7.61 - 7.800.0

Market data as of 6:05PM 02/12/16. 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. Under normal market conditions, substantially all of the Portfolio's assets will be invested in investment grade fixed income securities denominated in U.S. dollars. The Portfolio invests primarily in U.S. government securities, investment grade corporate bonds and mortgage- and asset-backed securities. The Portfolio will ordinarily seek to maintain an average duration of approximately one year or less. With respect to corporate issuers, the Portfolio will not purchase securities with remaining maturities of more than 3.25 years subsequent to the Reorganization.

Growth of $10,000 (10 Years)

Total Return2.93%
Yield (Trailing 12 Mo.)1.62%
Expense Ratio0.53%
Front LoadNone
Deferred LoadNone
Minimum Investment$5,000,000
Management Tenure5 Years
Fund Inception03/31/1992

Trailing Total Returns - MPLDX

as of 01/31/2016
TimeframeMPLDXS&P 500Short-Term Bond
1 Month0.00%-4.96%0.19%
3 Month-0.32%-6.18%-0.37%
Year-to-Date0.00%-4.96%0.19%
1 Year-0.08%-0.67%-0.18%
3 Year0.80%11.30%0.59%
5 Year1.43%10.91%1.44%
10 Year0.01%6.48%2.84%
Since Inception2.93%10.33%--

Sector Allocation - MPLDX

as of 01/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - MPLDX

as of 01/31/2016
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond32.57
 
 
90.4957.92
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
35.2235.22
Total32.57125.7193.14
Cash0.03
 
 
6.896.86
Total Net Assets$147.23M
Total Stock Holdings0
Total Bond Holdings215

Bond Credit Quality - MPLDX

as of 01/31/2016
AAA16.98%
AA10.52%
A34.97%
BBB33.60%
BB0.00%
B0.00%
Below B0.00%
Not Rated3.93%

Top Ten Holdings - MPLDX

as of 01/31/2016
CompanyYTD Return% of Assets
Us 2yr Note (Cbt) Mar16 Xcbt 20160331--32.70%
Us 5yr Note (Cbt) Mar16 Xcbt 20160331--31.05%
US Treasury Note 1%--5.44%
Verizon Comms 2.55%--1.25%
At&T 0.14%--1.20%
Ford Cr Auto Own Tr 2014-Rev1 2.26%--1.16%
Ing Bk Nv 144A 2.05%--1.06%
Cap One Finl 2.45%--1.00%
FHLMC CMO 7.5%--0.96%
Ubs Ag Stamford Brh 2.375%--0.92%

Valuation & Growth - MPLDX

as of 01/31/2016
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
RiskBelow Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - MPLDX, 3 Year Avg

Pretax Return0.80%
Tax-adjusted Return0.15%
Tax Cost Ratio0.65%
Potential Cap Gains-237.30%

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