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Morningstar

Morgan Stanley Inst High Yield C MSHDX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 8.35  /  0.00
  • Total Assets 122.5 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.58%
  • Effective Duration 3.26 years

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MSHDX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Morgan Stanley Inst High Yield C 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
Rated on Published on

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Portfolio Holdings MSHDX

More MSHDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fly Leasing Limited 7%

1.45 1.6 Mil
Corporate

Msilf Government Portfolio Msilf Government Portfolio

1.15 1.3 Mil
Cash and Equivalents

Ferrellgas Escrow LLC / FG Operating Finance Escrow Corp. 5.875%

1.01 1.1 Mil
Corporate

Enviri Corp. 5.75%

0.91 995,698
Corporate

New Home Company Inc 8.25%

0.90 987,868
Corporate

Dealer Tire LLC 8%

0.86 941,607
Corporate

Carrols Restaurant Group Inc. 5.875%

0.84 915,348
Corporate

AHP Health Partners Inc. 5.75%

0.83 905,824
Corporate

Dycom Industries, Inc. 4.5%

0.81 891,935
Corporate

P & L Development LLC / PLD Finance Corp. 7.75%

0.81 882,778
Corporate