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Morningstar

Morgan Stanley Inst Short Dur Inc I MPLDX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 7.84  /  0.13 %
  • Total Assets 370.6 Mil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.61%
  • Effective Duration 1.79 years

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:12 PM GMT+0

Morningstar’s Analysis MPLDX

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

People Pillar

The People Pillar is our evaluation of the MPLDX 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 MPLDX’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 Short Dur Inc I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MPLDX

More MPLDX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 321
  • Other Holdings 5
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Future on 2 Year Treasury Note

25.24
119,362,781
Government

Sumitomo Mitsui Financial Group Inc. 2.348%

1.30
6,147,447
Corporate

NTT Finance Corp 1.162%

1.29
6,079,095
Corporate

TD Synnex Corp 1.25%

1.16
5,502,349
Corporate

Santander UK Group Holdings PLC 4.796%

1.16
5,468,708
Corporate

Msilf Government Portfolio Msilf Government Portfolio

1.16
5,465,460
Cash and Equivalents

Standard Chartered PLC 0.991%

0.98
4,650,624
Corporate

Bank of Nova Scotia 1.05%

0.95
4,497,904
Corporate

Nordea Bank ABP 1.5%

0.94
4,439,911
Corporate

JPMorgan Chase & Co. 2.083%

0.89
4,216,004
Corporate