Skip to Content
Morningstar

Morgan Stanley Inst Short Dur Inc C MSLDX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 7.95  /  −0.13 %
  • Total Assets 198.2 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.02%
  • Effective Duration 1.75 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MSLDX

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

  • People Pillar

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

Morgan Stanley Inst Short Dur Inc C's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSLDX

More MSLDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Mar 24

26.11 114.7 Mil
Government

Msilf Government Portfolio Msilf Government Portfolio

3.45 15.2 Mil
Cash and Equivalents

Sumitomo Mitsui Financial Group Inc. 2.348%

1.43 6.3 Mil
Corporate

NTT Finance Corp 1.162%

1.43 6.3 Mil
Corporate

TD Synnex Corp 1.25%

1.29 5.7 Mil
Corporate

Standard Chartered PLC 0.991%

1.09 4.8 Mil
Corporate

Bank of Nova Scotia 1.05%

1.06 4.7 Mil
Corporate

Nordea Bank ABP 1.5%

1.05 4.6 Mil
Corporate

JPMorgan Chase & Co. 2.083%

0.98 4.3 Mil
Corporate

Pioneer Natural Resources Company 1.125%

0.95 4.2 Mil
Corporate