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Morgan Stanley Inst High Yield C (MSHDX)

8.41
-0.02
(-0.24%)
As of 8:06:41 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.23%
5y Average Return 5.34%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 14.16%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 14.16%
Worst 3Y Total Return -2.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSHDX
Category
YTD
-0.32%
3.62%
1-Month
-0.25%
1.08%
3-Month
-1.37%
2.50%
1-Year
5.76%
14.69%
3-Year
4.32%
6.16%
5-Year
5.47%
6.21%
10-Year
3.32%
5.48%
Last Bull Market
6.49%
11.96%
Last Bear Market
-10.95%
-7.27%

Annual Total Return (%) History

Year
MSHDX
Category
2025
--
--
2024
7.49%
--
2023
12.30%
--
2022
-12.58%
--
2021
4.43%
--
2020
2.16%
4.91%
2019
12.67%
12.62%
2018
-3.25%
-2.59%

2017
6.88%
6.47%
2016
14.16%
13.30%
2015
--
-4.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.08% -- -- --
2024 2.15% 1.18% 3.63% 0.36%
2023 3.66% 1.64% 0.20% 6.38%
2022 -4.07% -10.95% -1.03% 3.40%
2021 1.29% 2.35% 0.51% 0.21%
2020 -16.20% 9.79% 5.01% 5.74%
2019 6.31% 2.38% 0.95% 2.55%
2018 -0.02% 0.82% 1.84% -5.76%
2017 1.99% 1.40% 2.10% 1.22%
2016 1.54% 3.84% 5.64% 2.50%

2015 -3.56% -3.51% -- --

Rank in Category (By Total Return)

YTD 92
1-Month 72
3-Month 87
1-Year 93
3-Year 95
5-Year 65

Load Adjusted Returns

1-Year 4.77%
3-Year 4.32%
5-Year 5.47%
10-Year 3.32%

Performance & Risk

YTD Return 1.23%
5y Average Return 5.34%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Morgan Stanley
Net Assets 58.88M
YTD Return -0.32%
Yield 6.34%
Morningstar Rating
Inception Date Feb 07, 2012

Fund Summary

Under normal circumstances, at least 80% of the fund's assets will be invested in high yield securities (commonly referred to as "junk bonds"). The fund seeks to achieve its investment objective by investing primarily in high yield securities which are fixed income securities rated by one or more rating agencies below Baa3 by Moody's Investors Service, Inc. ("Moody's"), below BBB- by S&P Global Ratings Group, a division of S&P Global Inc. ("S&P"), below BBB- by Fitch Ratings, Inc. ("Fitch") or if unrated considered by the adviser to be of equivalent quality.

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