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MORGAN STANLEY INSTITUTIONAL FUND TRUST

CIK: 0000741375 Equity
Report date: 2026-02-26
AUM $52M
Expense Ratio
Category Equity
State PA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

About this Fund

MORGAN STANLEY INSTITUTIONAL FUND TRUST is a renowned mutual fund company that specializes in providing a wide range of asset management solutions to institutional investors, offering a diverse portfolio of mutual funds that cater to various investment objectives and risk profiles. With a strong focus on wealth management, the company provides investors with access to a broad spectrum of investment strategies, including equity, debt, hybrid, and alternative funds, enabling them to create a well-diversified portfolio that aligns with their unique needs and goals. By leveraging the expertise of its experienced investment professionals, MORGAN STANLEY INSTITUTIONAL FUND TRUST is committed to delivering exceptional investment results, utilizing a rigorous research-driven approach to identify attractive investment opportunities and mitigate potential risks. The company's mutual funds are designed to meet the distinct requirements of institutional investors, such as pension funds, endowments, and foundations, as well as individual investors seeking to grow their wealth over the long term. Through its systematic investment plans, or SIPs, investors can benefit from a disciplined and consistent approach to investing, which helps to reduce timing risks and increase the potential for long-term success. With a strong reputation for integrity, transparency, and investment excellence, MORGAN STANLEY INSTITUTIONAL FUND TRUST has established itself as a trusted partner for investors seeking to achieve their financial objectives, providing them with access to a comprehensive range of investment solutions, including mutual funds, separately managed accounts, and other asset management services. By combining its extensive investment expertise with a deep understanding of the complex needs of institutional investors, the company is well-positioned to deliver tailored wealth management solutions that address the unique challenges and opportunities of its clients, fostering long-term relationships built on trust, reliability, and a shared commitment to investment excellence. As a leading mutual fund company, MORGAN STANLEY INSTITUTIONAL FUND TRUST remains dedicated to helping its investors navigate the complexities of the investment landscape, providing them with the expertise, resources, and support needed to achieve their investment goals and build a brighter financial future. With its broad range of mutual funds and investment solutions, the company offers investors the flexibility and versatility to create a personalized investment portfolio that aligns with their individual circumstances, risk tolerance, and investment objectives, whether they are seeking capital appreciation, income generation, or a combination of both. Through its unwavering commitment to investment excellence, transparency, and client satisfaction, MORGAN STANLEY INSTITUTIONAL FUND TRUST has earned the trust and confidence of its investors, establishing itself as a premier mutual fund company that is dedicated to helping its clients achieve their long-term investment goals.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

29 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ATKR ATKORE INC Since 2026-05-10 047649AA6 Debt
0.65%
$0.34 350,000
2 CARS CARS.COM INC Since 2026-05-10 14575EAA3 Debt
0.53%
$0.28 275,000
3 CCS CENTURY COMMUNITIES Since 2026-05-10 156504AN2 Debt
0.45%
$0.23 230,000
4 DFH DREAM FINDERS HOMES INC Since 2026-05-10 26154DAA8 Debt
0.38%
$0.20 190,000
5 DFH DREAM FINDERS HOMES INC Since 2026-05-10 26154DAB6 Debt
0.24%
$0.13 125,000
6 DY DYCOM INDUSTRIES INC Since 2026-05-10 267475AD3 Debt
0.78%
$0.40 405,000
7 EFXT ENERFLEX INC Since 2026-05-10 29281WAA6 Debt
0.24%
$0.12 120,000
8 NPO ENPRO INC Since 2026-05-10 29355XAH0 Debt
0.85%
$0.44 425,000
9 FTRE FORTREA HOLDINGS INC Since 2026-05-10 34965KAA5 Debt
0.31%
$0.16 156,000
10 HQY HEALTHEQUITY INC Since 2026-05-10 42226AAA5 Debt
0.35%
$0.18 185,000
11 ZD ZIFF DAVIS INC Since 2026-05-10 48123VAF9 Debt
0.97%
$0.50 525,000
12 KGS KODIAK GAS SERVICES LLC Since 2026-05-10 50012LAC8 Debt
0.43%
$0.22 215,000
13 LGIH LGI HOMES INC Since 2026-05-10 50187TAF3 Debt
0.24%
$0.12 135,000
14 LGIH LGI HOMES INC Since 2026-05-10 50187TAK2 Debt
0.23%
$0.12 125,000
15 MBC MASTERBRAND INC Since 2026-05-10 57638PAA2 Debt
0.54%
$0.28 270,000
16 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAK6 Debt
0.02%
$0.01 13,000
17 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAL4 Debt
0.33%
$0.17 188,000
18 MWA MUELLER WATER PRODUCTS Since 2026-05-10 624758AF5 Debt
0.40%
$0.20 210,000
19 OPCH OPTION CARE HEALTH INC Since 2026-05-10 68404LAA0 Debt
0.62%
$0.32 325,000
20 PATK PATRICK INDUSTRIES INC Since 2026-05-10 703343AD5 Debt
0.74%
$0.38 385,000
21 PATK PATRICK INDUSTRIES INC Since 2026-05-10 703343AH6 Debt
0.23%
$0.12 115,000
22 PTON PELOTON INTERACTIVE INC Since 2026-05-10 70614EAG5 LON
0.89%
$0.46 453,100
23 WOOF Petco Health and Wellness Company Inc Since 2026-05-10 71601HAB2 LON
0.88%
$0.46 460,112
24 TTMI TTM TECHNOLOGIES INC Since 2026-05-10 87305RAK5 Debt
0.37%
$0.19 195,000
25 THO THOR INDUSTRIES Since 2026-05-10 885160AA9 Debt
0.94%
$0.49 505,000
26 TNET TRINET GROUP INC Since 2026-05-10 896288AA5 Debt
0.89%
$0.46 485,000
27 UAA UNDER ARMOUR INC Since 2026-05-10 904311AD9 Debt
0.56%
$0.29 289,000
28 VIAV VIAVI SOLUTIONS INC Since 2026-05-10 925550AF2 Debt
0.85%
$0.44 460,000
29 WD WALKER & DUNLOP INC Since 2026-05-10 93148PAA0 Debt
0.80%
$0.41 400,000
Frequently Asked Questions — MORGAN STANLEY INSTITUTIONAL FUND TRUST
What type of mutual fund is MORGAN STANLEY INSTITUTIONAL FUND TRUST?
MORGAN STANLEY INSTITUTIONAL FUND TRUST is a SEC-registered Equity fund, with $52M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, MORGAN STANLEY INSTITUTIONAL FUND TRUST holds 29 portfolio positions, all detailed in the holdings table on this page.
What are MORGAN STANLEY INSTITUTIONAL FUND TRUST's assets under management (AUM)?
MORGAN STANLEY INSTITUTIONAL FUND TRUST has $52M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are MORGAN STANLEY INSTITUTIONAL FUND TRUST's top holdings?
According to MORGAN STANLEY INSTITUTIONAL FUND TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include ATKORE INC, CARS.COM INC, CENTURY COMMUNITIES , among others. The complete list of all 29 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is MORGAN STANLEY INSTITUTIONAL FUND TRUST's expense ratio?
Expense ratio data for MORGAN STANLEY INSTITUTIONAL FUND TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find MORGAN STANLEY INSTITUTIONAL FUND TRUST's SEC filings?
MORGAN STANLEY INSTITUTIONAL FUND TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000741375. You can access all of MORGAN STANLEY INSTITUTIONAL FUND TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000741375). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is MORGAN STANLEY INSTITUTIONAL FUND TRUST's holdings data on StockSifting?
Holdings data for MORGAN STANLEY INSTITUTIONAL FUND TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.