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Morningstar

Morgan Stanley Inst High Yield R6 MSHYX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 8.46  /  0.00
  • Total Assets 116.9 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 6.73%
  • Effective Duration 3.26 years

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:15 PM GMT+0

Morningstar’s Analysis MSHYX

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

  • People Pillar

    The People Pillar is our evaluation of the MSHYX 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 MSHYX’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 R6 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MSHYX

More MSHYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Portfolio Msilf Government Portfolio

2.34 2.9 Mil
Cash and Equivalents

Enviri Corp. 5.75%

0.98 1.2 Mil
Corporate

Nextera Energy Partners LP 0.01%

0.90 1.1 Mil
Corporate

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

0.90 1.1 Mil
Corporate

Sugarhouse HSP Gaming Prop. Mezz, L.P. / Sugarhouse HSP Gaming Finance Corp

0.88 1.1 Mil
Corporate

Signal Parent Inc. 6.125%

0.83 1.0 Mil
Corporate

Great Lakes Dredge & Dock Corporation 5.25%

0.83 1.0 Mil
Corporate

AHP Health Partners Inc. 5.75%

0.76 946,974
Corporate

Dealer Tire LLC 8%

0.76 946,440
Corporate

Boyne USA Inc 4.75%

0.74 918,331
Corporate