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Morningstar

Morgan Stanley Inst Corporate Bond A MIGAX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 10.28  /  −0.29 %
  • Total Assets 115.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.42%
  • Effective Duration 7.01 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis MIGAX

Will MIGAX outperform in 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 MIGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIGAX 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 MIGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Morgan Stanley Inst Corporate Bond A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MIGAX

More MIGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Long Bond(Cbt) Mar24 Xcbt 20240319

10.22 13.0 Mil
Government

2 Year Treasury Note Future Mar 24

7.29 9.3 Mil
Government

Msilf Government Portfolio Msilf Government Portfolio

4.32 5.5 Mil
Cash and Equivalents

Bank of America Corp. 4.571%

2.68 3.4 Mil
Corporate

Us Ultra Bond Cbt Mar24 Xcbt 20240319

2.42 3.1 Mil
Government

United States Treasury Bills 0.01%

1.44 1.8 Mil
Government

JPMorgan Chase & Co. 2.545%

1.10 1.4 Mil
Corporate

JP MORGAN CHASE COMMERCIAL MORTGAGE SECURITIES TRUST 2022-NXSS 7.54081%

1.03 1.3 Mil
Securitized

Hyundai Capital America 3%

0.99 1.3 Mil
Corporate

JPMorgan Chase & Co. 5.35%

0.98 1.2 Mil
Corporate