About MSBOX
Morgan Stanley Institutional Fund Trust Corporate Bond Portfolio Class C is a mutual fund designed to deliver above-average total return by investing primarily in a diversified mix of corporate and non-government fixed-income securities. Its portfolio includes U.S. government securities, investment-grade and select high-yield corporate bonds, foreign bonds, and mortgage-backed securities, with a typical average weighted maturity ranging from five to ten years. The fund emphasizes high- and medium-quality issuers, favoring larger capitalization corporate credits, and applies both top-down macroeconomic analysis and bottom-up security selection for portfolio construction.
Managed by an experienced team, the fund seeks to generate income through monthly distributions, reflected in its recent 12-month dividend yield of nearly 4%. Its holdings span multiple sectors, including financial institutions, industrials, utilities, communications, and energy, providing broad exposure to the corporate bond market. With over 250 holdings, the fund aims to balance risk and return within the investment-grade space, offering investors access to a professionally managed and diversified fixed-income strategy suited for core bond portfolio allocations.
Fund Family Morgan Stanley
Category Corporate Bond
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol MSBOX
Share Class Class C
Index Bloomberg U.S. Corp Investment Grade TR
MSBOX had a total return of 3.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.89%.
