Ultra Short Income Portfolio

MORGAN STANLEY INSTITUTIONAL FUND TRUST · Series S000052013 · 3 share classes

One fund, 3 share classes:MUIIXMULSXMUAIX
$19.61B NAV
224 positions · as of 2026-06-30 · filed 2026-08-21
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q1

The Ultra-Short Income Portfolio (the Fund) seeks current income with capital preservation while maintaining liquidity.

Strategy · summarised

The fund invests in high-quality, liquid money market instruments including commercial paper, bank debt, certificates of deposit, asset-backed securities, and government obligations, with all securities rated in the top two rating categories or equivalent. Under normal circumstances the fund maintains a maximum weighted average maturity of 90 days and weighted average life of 180 days. The fund pursues a fundamental policy of holding at least 25% of assets in financial services companies, though may temporarily hold less as a defensive measure. Because credit quality depends on ongoing assessment of issuer creditworthiness and the fund is not a money market fund, net asset value per share will fluctuate.

Expenses
0.25% 0.40%across 3 share classes
Share classGrossNet
MUIIX0.35%0.30%
MULSX0.30%0.25%
MUAIX0.55%0.40%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.40%
of net assets
Cash & short-term85.26%
Bonds15.14%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 126 new107 exited

Largest new: Credit Agricole CIB, Bank of Nova Scotia, PROTECTIVE LIFE GLOBAL, TD Securities USA LLC, UBS AG/London, Societe Generale SA, BNP Paribas SA ×2

Largest exited: Bank of Nova Scotia, Toronto-Dominion Bank, Societe Generale SA, NATL BANK OF KUWAIT NY, BNP Paribas Prime Brokerage, Inc., UBS GROUP AG ×2, BNP Paribas Securities Corp.

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+4.18%+15.78%+19.79%0.26%0.00%
+4.25%+15.91%+20.00%0.20%0.00%
+4.08%+15.41%+19.20%0.20%0.00%

These classes hold the same portfolio, so the 0.80pp spread over 5 years is the cost difference between them — roughly 0.16pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
4.15%
Avg maturity
0.53 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

69%
floating
Floating rate68.7%
Fixed rate31.3%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y1-3y
<1y94.5%
1-3y5.5%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying a small fraction as much.

Interest-rate duration
2.80 yr
approx. move per 100bp
Credit-spread duration
0.09 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -3.0%
of value
Interest rates97%
Credit spreads3%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+0.09
yrs total
Investment grade+0.06 yr
High yield+0.04 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate2.80 yr total
3 mo30 yr
3 mo0.15 yr5%
1 yr0.23 yr8%
5 yr0.00 yr0%
10 yr0.33 yr12%
30 yr2.09 yr75%
Credit spread0.09 yr total
3 mo5 yr
3 mo0.05 yr53%
1 yr0.04 yr47%
5 yr0.00 yr0%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.15+0.02+0.03$47.1k$50.2k
1 yr+0.23+0.03+0.01$60.8k$24.0k
5 yr+0.00+0.00+0.00$59$23
10 yr+0.33+0.00+0.00$0$0
30 yr+2.09+0.00+0.00$0$0

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
JPMorgan Securities LLC3.82%$749.80M
CREDIT INDUST ET COMM NY2.62%$513.49M
BofA Securities, Inc.2.17%$425.00M
Credit Agricole CIB2.14%$419.77M
Wells Fargo Securities LLC2.10%$411.00M
CITIGROUP GLOBAL MARKETS4.15% floating · due 2027-01-042.03%$397.57M
NATIONAL BANK OF CANADA1.79%$350.33M
SUMITOMO MITSUI BANKING1.53%$300.23M
Bank of Nova Scotia1.43%$280.00M
PROTECTIVE LIFE GLOBAL4.28% floating · due 2027-05-061.34%$263.13M
Showing 10 of 224Sign in to see more

Top 10 positions are 20.96% of net assets, top 25 37.87%, across 115 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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