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Morgan Stanley Institutional Fund Trust Core Fixed Income Portfolio – MPSFX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.880.00 (0.00%)9.82 - 10.320.0

Market data as of 6:05PM 11/30/15. Quotes are delayed by at least 15 min.

Overview - MPSFX

The investment seeks above-average total return over a market cycle of three to five years. The fund normally invests in 80% of its assets in fixed income securities. It invests primarily in a diversified mix of U.S. dollar-denominated fixed income securities, particularly U.S. government, corporate, municipal and mortgage-backed securities and will ordinarily seek to maintain an average weighted maturity between five and ten years. The fund 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 Return6.42%
Yield (Trailing 12 Mo.)3.59%
Expense Ratio1.47%
Front LoadNone
Deferred LoadNone
Minimum Investment$5,000,000
Management Tenure5 Years
Fund Inception09/29/1987

Trailing Total Returns - MPSFX

as of 10/31/2015
TimeframeMPSFXS&P 500Intermediate-Term Bond
1 Month0.10%8.44%0.28%
3 Month0.00%-0.63%0.10%
1 Year0.52%5.20%0.98%
3 Year1.41%16.20%1.55%
5 Year3.20%14.33%3.09%
10 Year3.26%7.85%4.40%
Since Inception6.42%10.55%--

Sector Allocation - MPSFX

as of 10/31/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MPSFX

as of 10/31/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$5.17M
Total Stock Holdings0
Total Bond Holdings100

Bond Credit Quality - MPSFX

as of 10/31/2015
Below B0.00%
Not Rated12.01%

Top Ten Holdings - MPSFX

as of 10/31/2015
CompanyYTD Return% of Assets
Us Ultra Bond Cbt Dec15 Xcbt 20151221--43.77%
Us Long Bond(Cbt) Dec15 Xcbt 20151221--40.25%
Us 5yr Note (Cbt) Dec15 Xcbt 20151231--6.17%
FNMA 4.5%--4.47%
Bmi1hccz5 Cds Usd P F 1.00000 Ii2464640131023--4.33%
Bmi1qbhk5 Cds Usd P F 1.00000 Ii0954780140113--4.33%
Quest Diagnostics 2.7%--4.30%
Bmi1qbhk5 Cds Usd R V 03mevent Ii0952610140113--4.26%
Bmi1hccz5 Cds Usd R V 03mevent Ii2461400131023--4.26%
Us 2yr Note (Cbt) Dec15 Xcbt 20151231--3.74%

Valuation & Growth - MPSFX

as of 10/31/2015
ValuationMPSFXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MPSFX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskBelow Avg
Key:  Lo 

Tax Analysis - MPSFX, 3 Year Avg

Pretax Return1.41%
Tax-adjusted Return0.02%
Tax Cost Ratio1.37%
Potential Cap Gains-758.46%

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