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

Last PriceToday's Change52-Week RangeTrading Volume
7.870.00 (0.00%)7.61 - 7.880.0

Market data as of 6:05PM 07/22/16. 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 Return3.04%
Yield (Trailing 12 Mo.)1.81%
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 06/30/2016
TimeframeMPLDXS&P 500Short-Term Bond
1 Month0.16%0.26%0.64%
3 Month0.61%2.46%1.03%
1 Year3.18%3.99%1.49%
3 Year2.17%11.66%1.42%
5 Year1.96%12.10%1.54%
10 Year0.26%7.42%2.97%
Since Inception3.04%10.45%--

Sector Allocation - MPLDX

as of 06/30/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - MPLDX

as of 06/30/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$149.59M
Total Stock Holdings0
Total Bond Holdings298

Bond Credit Quality - MPLDX

as of 06/30/2016
Below B0.00%
Not Rated7.53%

Top Ten Holdings - MPLDX

as of 06/30/2016
CompanyYTD Return% of Assets
Us 2yr Note (Cbt) Jun16 Xcbt 20160630--31.49%
Us 5yr Note (Cbt) Jun16 Xcbt 20160630--27.67%
Private Expt Fdg 1.45%--2.52%
Us 10yr Note (Cbt)jun16 Xcbt 20160621--2.40%
Hashemite Kingdom Jordan Govt 2.503%--1.94%
Toronto Dominion Bk 1.95%--1.58%
Verizon Comms 2.55%--1.39%
At&T 0.14%--1.34%
Ford Cr Auto Own Tr 2014-Rev1 2.26%--1.28%
Jpmorgan Chase 1.85%--1.27%

Valuation & Growth - MPLDX

as of 06/30/2016
ValuationMPLDXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - MPLDX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 

Tax Analysis - MPLDX, 3 Year Avg

Pretax Return2.17%
Tax-adjusted Return1.49%
Tax Cost Ratio0.67%
Potential Cap Gains-232.27%

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