MSYLX - Morgan Stanley Institutional Fund Trust High Yield Portfolio Class L

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Morgan Stanley Institutional Fund Trust High Yield Portfolio Class L

One Tower Bridge

100 Front St Ste 1100

West Conshohocken PA 19428-0868

800-548-7786
Management Information
Richard J. Lindquist,Lead Manager since February 6, 2012
Mr. Lindquist is head of the High Yield Fixed Income team at Morgan Stanley Investment Management. He has been in an investment management capacity since November 2011. Prior to joining Morgan Stanley, Richard was a managing director and co-head of U.S. High Yield at Guggenheim Partners responsible for portfolio management, asset gathering, client service and overseeing all high yield trading. Previously, he was a managing director and head of the U.S. and Global High Yield Fixed Income team responsible for managing the firm’s high yield assets for pension funds, mutual funds and insurance companies, as well as globally marketing the strategy and servicing existing high yield clients at both HSBC Halbis Partners (HSBC Global Asset Management) and Credit Suisse Asset Management. Richard received a B.S. in finance from Boston College and an M.B.A. in finance from the University of Chicago. He holds the Chartered Financial Analyst designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyMorgan Stanley
Net Assets206.95M
YTD Return10.23%
Yield5.76%
Morningstar Rating★★★
Inception DateFeb. 6, 2012

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover39.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMSYLXCategory Average
Annual Report Expense Ratio (net)1.25%1.01%
Prospectus Net Expense Ratio1.25%N/A
Prospectus Gross Expense Ratio1.90%N/A
Max 12b1 Fee0.50%N/A
Max Front End Sales LoadN/A3.90%
Max Deferred Sales LoadN/A1.46%
3 Yr Expense Projection534N/A
5 Yr Expense Projection966N/A
10 Yr Expense Projection2,169N/A