MPFDX : Morgan Stanley Institutional Fund Trust Corporate Bond Portfolio Class I

MPFDX is a Bond Market High Yield Bond with MODERATE fees.

MPFDX

Morgan Stanley Institutional Fund Trust Corporate Bond Portfolio Class I

FI Score

38 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

38% FI Score
  • mpfdx
  • Mutual Fund
  • Bond
  • High Yield Bond

Morgan Stanley Institutional Fund Trust Corporate Bond Portfolio Class I

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks above-average total return over a market cycle of three to five years. The fund invests at least 80% of its assets in corporate bonds. It invests primarily in U.S. corporate bonds that carry an investment grade rating (i.e., generally rated Baa3 or higher by Moody's Investors Service, Inc. ("Moody's"), BBB- or higher by S&P Global Ratings Group, a division of S&P Global Inc. ("S&P"), BBB- or higher by Fitch Ratings, Inc. ("Fitch")) or, if unrated, considered by the adviser to be of equivalent quality.

Largest Holdings

Amount Holding
9.59% 2 Year Treasury Note Future June 20
5.15% US Treasury Bond Future June 20
1.85% JPMorgan Chase & Co. 3.7%
1.12% Capital One Financial Corporation 3.3%
1.06% Las Vegas Sands Corp 3.2%
1.00% CVS Health Corp 4.3%
0.96% Citigroup Inc. 2.98%
0.96% International Business Machines Corporation 3.3%
0.93% Us Ultra Bond Cbt Jun20 Xcbt 20200619
0.88% Goldman Sachs Group, Inc. 6.75%
0.82% Intel Corporation 3.3%
0.79% Anheuser-Busch InBev Worldwide Inc. 5.55%
0.79% nVent Finance S a r l 3.95%
0.78% Royal Bank of Scotland Group plc 3.88%
0.76% BPCE SA 5.15%
0.75% Citigroup Inc. 4.45%
0.75% Marathon Petroleum Company 4.75%
0.74% Newcastle Coal Infrastructure Group Pty Ltd 4.4%
0.73% Verizon Communications Inc. 5.01%
0.72% General Dynamics Corporation 3.62%
0.72% Diageo Capital plc 2.12%
0.68% Compass Bank 3.5%
0.65% Bank of America Corporation 4.24%
0.64% BNP Paribas 4.4%

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