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Morgan Stanley Institutional Fund Trust Corporate Bond Portfolio Class I MPFDX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $10.18  /  +0.39 %
  • Fund Size $159.9M
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Corporate Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 4.88%
  • Average Effective Duration 6.67 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MPFDX

Will MPFDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MPFDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MPFDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MPFDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Inst Corporate Bond I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MPFDX

More MPFDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Long Bond(Cbt) Sep26 Xcbt 20260921

10.23 17M
Government

2 Year Treasury Note Future Sept 26

10.11 16M
Government

Bank of America Corp. 5.872%

1.89 3M
Corporate

JPMorgan Chase & Co. 5.766%

1.83 3M
Corporate

Wells Fargo & Co. 5.557%

0.80 1M
Corporate

Goldman Sachs Group, Inc. 5.33%

0.75 1M
Corporate

Oneok Inc. 5.4%

0.75 1M
Corporate

Bank of America Corp. 5.288%

0.73 1M
Corporate

Imperial Brands Finance Plc 5.875%

0.71 1M
Corporate

COPT Defense Properties LP 2.75%

0.71 1M
Corporate

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