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Document/Exhibit Description Pages Size 1: 497 Definitive Material HTML 8K
Statement of Additional Information Supplement
Morgan Stanley Institutional Fund Trust
Supplement dated September 29, 2017 to the Morgan Stanley Institutional Fund Trust Statement of Additional Information dated May 1, 2017
Core Plus Fixed Income Portfolio
Corporate Bond Portfolio
Global Multi-Asset Income Portfolio
Global Strategist Portfolio
High Yield Portfolio
Mid Cap Growth Portfolio
Short Duration Income Portfolio
Strategic Income Portfolio
Ultra-Short Income Portfolio
The tenth through fourteenth paragraphs of the section of the Statement of Additional Information entitled "Distribution and Shareholder Services Plans—Revenue Sharing" are hereby deleted and replaced with the following:
With respect to other Financial Intermediaries, these payments currently include the following amounts, which are paid in accordance with the applicable compensation structure for each Financial Intermediary:
(1) on Class I, Class A, Class L and Class C shares of the Portfolios, reimbursement for ticket charges applied to Portfolio shares;
(2) on Class I, Class A, Class L and Class C shares of the Portfolios held in brokerage and/or advisory program accounts, an ongoing annual fee in an amount up to 0.225% of the total average daily NAV of such shares for the applicable quarterly period;
(3) an ongoing annual fee in an amount up to 0.25% on sales of Class I, Class A, Class L and Class C shares of the Portfolios through brokerage accounts; and
(4) on purchases of $1 million or more of Class A shares (for which no initial sales charge was paid), Financial Intermediaries may, at the discretion of the Distributor, receive a gross sales credit of up to 1.00% (with respect to the U.S. Equity and Asset Allocation Portfolios) or 0.50% (with respect to the Fixed Income Portfolios except the Short Duration Income Portfolio) of the amount sold, as applicable.*
* Commissions or transaction fees paid when Morgan Stanley Smith Barney LLC or other Intermediaries initiate and are responsible for purchases of $1 million or more are computed on a percentage of the dollar value of such shares sold as follows: (i) with respect to the U.S. Equity and Asset Allocation Portfolios: 1.00% on sales of $1 million to $4 million, plus 0.50% on sales over $4 million to $15 million, plus 0.25% on the excess over $15 million; and (ii) with respect to the Fixed Income Portfolios: 0.50% on sales of $1 million to $4 million, plus 0.25% on sales over $4 million to $15 million, plus 0.15% on the excess over $15 million. Purchases of Class A shares for which no initial sales charge is paid are subject to a contingent deferred sales charge ("CDSC") of 1% if the redemption of such shares occurs within 18 months after purchase. The full amount of such CDSC will be retained by the Distributor.
Please retain this supplement for future reference.
This ‘497’ Filing | Date | Other Filings | ||
---|---|---|---|---|
Filed on / Effective on: | 9/29/17 | |||
5/1/17 | 485BPOS, 497, 497K | |||
List all Filings |
As Of Filer Filing For·On·As Docs:Size Issuer Filing Agent 11/29/17 Morgan Stanley Inst’l Fund Trust NSAR-B 9/30/17 26:123K State Street Bank … Dept |