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Morgan Stanley Institutional Fund Trust – ‘497’ on 9/29/17

On:  Friday, 9/29/17, at 9:32am ET   ·   Effective:  9/29/17   ·   Accession #:  1104659-17-59828   ·   File #:  2-89729

Previous ‘497’:  ‘497’ on 6/30/17   ·   Next:  ‘497’ on 9/29/17   ·   Latest:  ‘497’ on 4/29/24   ·   1 Reference:  By:  Morgan Stanley Institutional Fund Trust – ‘NSAR-B’ on 11/29/17 for 9/30/17

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  As Of                Filer                Filing    For·On·As Docs:Size              Issuer               Agent

 9/29/17  Morgan Stanley Inst’l Fund Trust  497         9/29/17    1:13K                                    Merrill Corp-MD/FACore Plus Fixed Income Portfolio Class A Shares (MFXAX) — Class C (MSCKX) — Class I Shares (MPFIX) — Class L (MSIOX)Corporate Bond Portfolio Class A Shares (MIGAX) — Class C (MSBOX) — Class I Shares (MPFDX) — Class L Shares (MGILX)Discovery Portfolio Class A Shares (MACGX) — Class C (MSMFX) — Class I Shares (MPEGX) — Class L (MSKLX)Global Multi-Asset Income Portfolio Class A (MSGOX) — Class C (MSGYX) — Class I (MSGMX) — Class LGlobal Strategist Portfolio Class A Shares (MBAAX) — Class C (MSSOX) — Class I Shares (MPBAX) — Class L (MSDLX)High Yield Portfolio Class A (MSYPX) — Class C (MSHDX) — Class I (MSYIX) — Class L (MSYLX)Short Duration Income Portfolio Class A Shares (MLDAX) — Class C (MSLDX) — Class I Shares (MPLDX) — Class L (MSJLX)Strategic Income Portfolio Class A (MSADX) — Class C (MSPDX) — Class I (MSIDX) — Class LUltra Short Income Portfolio Class A (MUAIX) — Class IR (MULSX) — Institutional Class (MUIIX)

Definitive Material   —   Rule 497
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 497         Definitive Material                                 HTML      8K 


This is an HTML Document rendered as filed.  [ Alternative Formats ]



Statement of Additional Information Supplement

September 29, 2017

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.




Dates Referenced Herein   and   Documents Incorporated by Reference

This ‘497’ Filing    Date    Other Filings
Filed on / Effective on:9/29/17
5/1/17485BPOS,  497,  497K
 List all Filings 


1 Subsequent Filing that References this Filing

  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
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Filing Submission 0001104659-17-059828   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

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