Morgan Stanley Institutional Fund Trust Corporate Bond Portfolio Class I (MPFDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.74
-0.01 (-0.09%)
At close: Dec 5, 2025
0.37%
Fund Assets130.98M
Expense Ratio0.65%
Min. Investment$5,000,000
Turnover183.00%
Dividend (ttm)0.45
Dividend Yield4.20%
Dividend Growth-19.82%
Payout FrequencyMonthly
Ex-Dividend DateDec 2, 2025
Previous Close10.75
YTD Return7.65%
1-Year Return5.15%
5-Year Return0.86%
52-Week Low9.85
52-Week High10.82
Beta (5Y)1.16
Holdings279
Inception DateAug 31, 1990

About MPFDX

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.

Fund Family Morgan Stanley
Category Corporate Bond
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol MPFDX
Share Class Class I Shares
Index Bloomberg U.S. Corp Investment Grade TR

Performance

MPFDX had a total return of 5.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.60%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MIGAXClass A Shares1.00%
MGILXClass L Shares1.47%
MSBOXClass C1.75%

Top 10 Holdings

12.45% of assets
NameSymbolWeight
JPMorgan Chase & CoJPM.V5.766 04.22.352.12%
Bank of America CorpBAC.V5.872 09.15.341.92%
Goldman Sachs Group Inc/TheGS.V5.33 07.23.351.43%
Morgan Stanley & Co. LLC - Morgan Stanley Institutional Liquidity Funds - Government PortfolioMVRXX1.20%
Verizon Communications IncVZ.2.55 03.21.311.16%
WELLS FARGO & COMPANY - Wells Fargo & CoWFC.V5.557 07.25.34 MTN1.02%
Morgan Stanley & Co. LLC - Morgan Stanley Institutional Liquidity Funds - Government PortfolioMVRXX0.99%
Ford Motor Credit Co LLCF.6.95 03.06.260.94%
WELLS FARGO & COMPANY - Wells Fargo & CoWFC.V5.15 04.23.310.85%
Oracle CorpORCL.3.6 04.01.500.81%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 2, 2025$0.040Dec 2, 2025
Nov 4, 2025$0.040Nov 4, 2025
Oct 2, 2025$0.040Oct 2, 2025
Sep 3, 2025$0.040Sep 3, 2025
Aug 4, 2025$0.040Aug 4, 2025
Jul 2, 2025$0.0425Jul 2, 2025
Full Dividend History