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High Yield Portfolio
MSYLX (Mutual Fund)
High Yield Portfolio
Name
As of 12/12/2024Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
8.8%
1 yr return
10.1%
3 Yr Avg Return
2.9%
5 Yr Avg Return
3.3%
Net Assets
$117 M
Holdings in Top 10
10.7%
52 WEEK LOW AND HIGH
$8.6
N/A
N/A
Expenses
OPERATING FEES
Expense Ratio 3.18%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover N/A
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 12/12/2024Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
MSYLX - Profile
Distributions
- YTD Total Return 8.8%
- 3 Yr Annualized Total Return 2.9%
- 5 Yr Annualized Total Return 3.3%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 4.90%
- Dividend Yield 6.7%
- Dividend Distribution Frequency None
Fund Details
-
Legal NameHigh Yield Portfolio
-
Fund Family NameMorgan Stanley Funds
-
Inception DateFeb 07, 2012
-
Shares OutstandingN/A
-
Share ClassL
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerRichard Lindquist
Fund Description
Under normal circumstances, at least 80% of the Fund’s assets will be invested in high yield securities (commonly referred to as “junk bonds”). This policy may be changed without shareholder approval; however, you would be notified upon 60 days’ notice in writing of any changes. 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. The average maturity of the Fund’s investments varies, and there is no limit on the maturity or on the credit quality of any security held by the Fund. The Fund’s securities may include distressed and defaulted securities and mezzanine investments. The Fund also may invest in investment grade fixed-income securities, including U.S. and foreign government securities, corporate bonds and collateralized bond obligations. The Fund may also invest in preferred securities, equity securities and convertible securities.
The Fund’s investment process starts with top-down macroeconomic analysis to assess the optimal positioning of the Fund. The team then applies a combination of quantitative and qualitative filters to identify securities that meet the team’s investment criteria in terms of competitive position, franchise value and management quality. The investment team’s credit analysis focuses on financial risk, business risk, management ability and intentions. Valuation analysis is used to narrow the screened investment universe to a pool of investment candidates who are then assessed in order to determine relative valuation. Finally, the Fund is constructed with sector allocation driven primarily from bottom-up security selection. Integral to the Fund construction process is the measurement and monitoring of market risk, duration and volatility and credit risk through the use of proprietary risk measures and models.
The Fund’s investment process incorporates information about environmental, social and governance issues (also referred to as ESG) via an integrated approach within the investment team’s fundamental investment analysis framework. The Adviser may engage with management of certain issuers regarding corporate governance practices as well as what the Adviser deems to be materially important environmental and/or social issues facing a company.
The Fund may also invest in loan-related investments, such as public bank loans made by banks or other financial institutions and loan participations and assignments, which may be rated investment grade or below investment grade.
The Fund may also invest in restricted and illiquid securities.
The Fund may, but it is not required to, use derivative instruments for a variety of purposes, including hedging, risk management, portfolio management or to earn income. The Fund’s use of derivatives may involve the purchase and sale of derivative instruments such as futures, options, swaps and other related instruments and techniques. The Fund may utilize foreign currency forward exchange contracts, which are also derivatives, in connection with its investments in foreign securities. Derivative instruments used by the Fund will be counted toward the Fund’s 80% policy discussed above to the extent they have economic characteristics similar to the securities included within that policy.
MSYLX - Performance
Return Ranking - Trailing
| Period | MSYLX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 8.8% | -7.5% | 17.7% | 61.25% |
| 1 Yr | 10.1% | -4.7% | 18.4% | 47.29% |
| 3 Yr | 2.9%* | -14.4% | 21.6% | 54.50% |
| 5 Yr | 3.3%* | -11.4% | 37.2% | 75.44% |
| 10 Yr | 4.6%* | -4.7% | 20.4% | 42.18% |
* Annualized
Return Ranking - Calendar
| Period | MSYLX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2023 | 5.9% | -4.7% | 14.3% | 30.49% |
| 2022 | -16.6% | -33.4% | 3.6% | 69.54% |
| 2021 | -0.1% | -8.4% | 8.2% | 55.50% |
| 2020 | -3.0% | -13.2% | 302.7% | 92.04% |
| 2019 | 6.8% | -4.4% | 13.3% | 65.21% |
Total Return Ranking - Trailing
| Period | MSYLX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 8.8% | -7.5% | 17.7% | 61.25% |
| 1 Yr | 10.1% | -4.7% | 18.4% | 47.29% |
| 3 Yr | 2.9%* | -14.4% | 21.6% | 54.50% |
| 5 Yr | 3.3%* | -11.4% | 37.2% | 75.44% |
| 10 Yr | 4.6%* | -4.7% | 20.4% | 42.18% |
* Annualized
Total Return Ranking - Calendar
| Period | MSYLX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2023 | 12.8% | -4.7% | 18.7% | 31.80% |
| 2022 | -12.1% | -33.4% | 47.8% | 77.65% |
| 2021 | 4.9% | -8.4% | 12.4% | 53.61% |
| 2020 | 2.6% | -9.6% | 325.6% | 86.73% |
| 2019 | 13.4% | -3.8% | 19.4% | 57.56% |
NAV & Total Return History
MSYLX - Holdings
Concentration Analysis
| MSYLX | Category Low | Category High | MSYLX % Rank | |
|---|---|---|---|---|
| Net Assets | 117 M | 3.13 M | 25.3 B | 82.84% |
| Number of Holdings | 220 | 2 | 4432 | 73.56% |
| Net Assets in Top 10 | 7.04 M | -492 M | 6.67 B | 92.28% |
| Weighting of Top 10 | 10.72% | 4.2% | 146.0% | 71.92% |
Top 10 Holdings
- Morgan Stanley Institutional Liquidity Funds - Government Portfolio 1.66%
- NextEra Energy Partners LP 1.16%
- Arches Buyer Inc 1.08%
- Grinding Media Inc 2021 Term Loan B 1.05%
- Rocket Software Inc 1.04%
- Epic Y-Grade Services LP 2024 Term Loan B 0.99%
- Speedway Motorsports LLC / Speedway Funding II Inc 0.95%
- Enviri Corp 0.95%
- Leeward Renewable Energy Operations LLC 0.93%
- PUG LLC 2024 Extended Term Loan B 0.92%
Asset Allocation
| Weighting | Return Low | Return High | MSYLX % Rank | |
|---|---|---|---|---|
| Bonds | 97.49% | 0.00% | 145.36% | 20.26% |
| Cash | 2.49% | -52.00% | 48.02% | 70.77% |
| Convertible Bonds | 0.65% | 0.00% | 17.89% | 66.83% |
| Stocks | 0.02% | 0.00% | 97.54% | 68.79% |
| Preferred Stocks | 0.00% | 0.00% | 4.97% | 52.22% |
| Other | 0.00% | -39.08% | 99.23% | 59.11% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | MSYLX % Rank | |
|---|---|---|---|---|
| Utilities | 0.00% | 0.00% | 100.00% | 57.59% |
| Technology | 0.00% | 0.00% | 33.17% | 59.38% |
| Real Estate | 0.00% | 0.00% | 86.71% | 50.89% |
| Industrials | 0.00% | 0.00% | 93.12% | 60.04% |
| Healthcare | 0.00% | 0.00% | 22.17% | 55.80% |
| Financial Services | 0.00% | 0.00% | 100.00% | 60.49% |
| Energy | 0.00% | 0.00% | 100.00% | 25.89% |
| Communication Services | 0.00% | 0.00% | 99.99% | 70.09% |
| Consumer Defense | 0.00% | 0.00% | 100.00% | 54.69% |
| Consumer Cyclical | 0.00% | 0.00% | 100.00% | 62.05% |
| Basic Materials | 0.00% | 0.00% | 100.00% | 5.13% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | MSYLX % Rank | |
|---|---|---|---|---|
| US | 0.02% | 0.00% | 97.54% | 67.00% |
| Non US | 0.00% | -0.01% | 0.83% | 33.33% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | MSYLX % Rank | |
|---|---|---|---|---|
| Corporate | 98.25% | 0.00% | 100.00% | 12.66% |
| Cash & Equivalents | 1.79% | 0.00% | 48.02% | 68.31% |
| Derivative | 0.00% | -14.58% | 42.26% | 46.63% |
| Securitized | 0.00% | 0.00% | 97.24% | 56.41% |
| Municipal | 0.00% | 0.00% | 1.17% | 22.53% |
| Government | 0.00% | 0.00% | 99.07% | 45.89% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | MSYLX % Rank | |
|---|---|---|---|---|
| US | 97.49% | 0.00% | 126.57% | 13.79% |
| Non US | 0.00% | 0.00% | 96.91% | 53.86% |
MSYLX - Expenses
Operational Fees
| MSYLX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 3.18% | 0.02% | 38.33% | 1.80% |
| Management Fee | 0.60% | 0.00% | 1.75% | 63.83% |
| 12b-1 Fee | 0.50% | 0.00% | 1.00% | 62.13% |
| Administrative Fee | 0.08% | 0.00% | 0.50% | 36.22% |
Sales Fees
| MSYLX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.25% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
| MSYLX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| MSYLX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | N/A | 1.00% | 255.00% | 18.01% |
MSYLX - Distributions
Dividend Yield Analysis
| MSYLX | Category Low | Category High | MSYLX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 6.70% | 0.00% | 11.76% | 49.27% |
Dividend Distribution Analysis
| MSYLX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | None | Quarterly | Monthly | Monthly |
Net Income Ratio Analysis
| MSYLX | Category Low | Category High | MSYLX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 4.90% | -2.39% | 9.30% | 24.75% |
Capital Gain Distribution Analysis
| MSYLX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Dec 03, 2024 | $0.048 | OrdinaryDividend |
| Nov 04, 2024 | $0.048 | OrdinaryDividend |
| Oct 02, 2024 | $0.051 | OrdinaryDividend |
| Sep 04, 2024 | $0.051 | OrdinaryDividend |
| Aug 02, 2024 | $0.051 | OrdinaryDividend |
| May 02, 2024 | $0.043 | OrdinaryDividend |
| Apr 02, 2024 | $0.043 | OrdinaryDividend |
| Mar 04, 2024 | $0.043 | OrdinaryDividend |
| Feb 02, 2024 | $0.043 | OrdinaryDividend |
| Dec 11, 2023 | $0.048 | OrdinaryDividend |
| Dec 04, 2023 | $0.044 | OrdinaryDividend |
| Nov 02, 2023 | $0.043 | OrdinaryDividend |
| Oct 03, 2023 | $0.043 | OrdinaryDividend |
| Sep 05, 2023 | $0.043 | OrdinaryDividend |
| Aug 02, 2023 | $0.043 | OrdinaryDividend |
| Jul 05, 2023 | $0.041 | OrdinaryDividend |
| Jun 02, 2023 | $0.041 | OrdinaryDividend |
| May 02, 2023 | $0.038 | OrdinaryDividend |
| Apr 04, 2023 | $0.044 | OrdinaryDividend |
| Mar 02, 2023 | $0.044 | OrdinaryDividend |
| Feb 02, 2023 | $0.044 | OrdinaryDividend |
| Dec 12, 2022 | $0.041 | OrdinaryDividend |
| Dec 02, 2022 | $0.041 | OrdinaryDividend |
| Nov 02, 2022 | $0.035 | OrdinaryDividend |
| Oct 04, 2022 | $0.037 | OrdinaryDividend |
| Sep 02, 2022 | $0.038 | OrdinaryDividend |
| Aug 02, 2022 | $0.036 | OrdinaryDividend |
| Jul 05, 2022 | $0.038 | OrdinaryDividend |
| Jun 02, 2022 | $0.035 | OrdinaryDividend |
| May 03, 2022 | $0.036 | OrdinaryDividend |
| Apr 04, 2022 | $0.035 | OrdinaryDividend |
| Mar 02, 2022 | $0.036 | OrdinaryDividend |
| Feb 02, 2022 | $0.035 | OrdinaryDividend |
| Dec 13, 2021 | $0.052 | OrdinaryDividend |
| Dec 02, 2021 | $0.038 | OrdinaryDividend |
| Nov 02, 2021 | $0.038 | OrdinaryDividend |
| Oct 04, 2021 | $0.038 | OrdinaryDividend |
| Sep 02, 2021 | $0.038 | OrdinaryDividend |
| Aug 03, 2021 | $0.037 | OrdinaryDividend |
| Jul 02, 2021 | $0.037 | OrdinaryDividend |
| Jun 02, 2021 | $0.038 | OrdinaryDividend |
| May 04, 2021 | $0.038 | OrdinaryDividend |
| Apr 05, 2021 | $0.040 | OrdinaryDividend |
| Mar 02, 2021 | $0.041 | OrdinaryDividend |
| Feb 02, 2021 | $0.040 | OrdinaryDividend |
| Dec 11, 2020 | $0.054 | OrdinaryDividend |
| Dec 02, 2020 | $0.040 | OrdinaryDividend |
| Nov 03, 2020 | $0.038 | OrdinaryDividend |
| Oct 02, 2020 | $0.035 | OrdinaryDividend |
| Sep 02, 2020 | $0.040 | OrdinaryDividend |
| Aug 04, 2020 | $0.040 | OrdinaryDividend |
| Jul 02, 2020 | $0.041 | OrdinaryDividend |
| Jun 02, 2020 | $0.041 | OrdinaryDividend |
| May 04, 2020 | $0.043 | OrdinaryDividend |
| Apr 02, 2020 | $0.046 | OrdinaryDividend |
| Mar 03, 2020 | $0.045 | OrdinaryDividend |
| Feb 04, 2020 | $0.045 | OrdinaryDividend |
| Dec 11, 2019 | $0.056 | OrdinaryDividend |
| Dec 11, 2019 | $0.011 | Extra |
| Dec 03, 2019 | $0.045 | OrdinaryDividend |
| Nov 04, 2019 | $0.045 | OrdinaryDividend |
| Oct 02, 2019 | $0.045 | OrdinaryDividend |
| Sep 04, 2019 | $0.045 | OrdinaryDividend |
| Aug 02, 2019 | $0.045 | OrdinaryDividend |
| Jul 02, 2019 | $0.045 | OrdinaryDividend |
| Jun 04, 2019 | $0.045 | OrdinaryDividend |
| May 02, 2019 | $0.048 | OrdinaryDividend |
| Apr 02, 2019 | $0.048 | OrdinaryDividend |
| Mar 04, 2019 | $0.048 | OrdinaryDividend |
| Feb 04, 2019 | $0.048 | OrdinaryDividend |
| Dec 11, 2018 | $0.048 | OrdinaryDividend |
| Dec 04, 2018 | $0.048 | OrdinaryDividend |
| Nov 02, 2018 | $0.047 | OrdinaryDividend |
| Oct 02, 2018 | $0.048 | OrdinaryDividend |
| Sep 05, 2018 | $0.047 | OrdinaryDividend |
| Aug 02, 2018 | $0.047 | OrdinaryDividend |
| Jul 03, 2018 | $0.047 | OrdinaryDividend |
| Jun 04, 2018 | $0.047 | OrdinaryDividend |
| May 02, 2018 | $0.048 | OrdinaryDividend |
| Apr 03, 2018 | $0.047 | OrdinaryDividend |
| Mar 02, 2018 | $0.048 | OrdinaryDividend |
| Feb 02, 2018 | $0.047 | OrdinaryDividend |
| Dec 11, 2017 | $0.048 | ExtraDividend |
| Dec 11, 2017 | $0.047 | OrdinaryDividend |
| Dec 04, 2017 | $0.048 | OrdinaryDividend |
| Nov 02, 2017 | $0.047 | OrdinaryDividend |
| Oct 03, 2017 | $0.048 | OrdinaryDividend |
| Sep 05, 2017 | $0.047 | OrdinaryDividend |
| Aug 02, 2017 | $0.047 | OrdinaryDividend |
| Jul 05, 2017 | $0.048 | OrdinaryDividend |
| Jun 02, 2017 | $0.047 | OrdinaryDividend |
| May 02, 2017 | $0.048 | OrdinaryDividend |
| Apr 04, 2017 | $0.047 | OrdinaryDividend |
| Mar 02, 2017 | $0.048 | OrdinaryDividend |
| Feb 02, 2017 | $0.047 | OrdinaryDividend |
| Dec 16, 2016 | $0.040 | ExtraDividend |
| Dec 16, 2016 | $0.047 | OrdinaryDividend |
| Dec 02, 2016 | $0.048 | OrdinaryDividend |
| Nov 02, 2016 | $0.047 | OrdinaryDividend |
| Oct 04, 2016 | $0.048 | OrdinaryDividend |
| Sep 02, 2016 | $0.047 | OrdinaryDividend |
| Aug 02, 2016 | $0.048 | OrdinaryDividend |
| Jul 05, 2016 | $0.048 | OrdinaryDividend |
| Jun 02, 2016 | $0.048 | OrdinaryDividend |
| May 03, 2016 | $0.048 | OrdinaryDividend |
| Apr 04, 2016 | $0.048 | OrdinaryDividend |
| Mar 02, 2016 | $0.048 | OrdinaryDividend |
| Feb 02, 2016 | $0.048 | OrdinaryDividend |
| Dec 16, 2015 | $0.047 | ExtraDividend |
| Dec 16, 2015 | $0.047 | OrdinaryDividend |
| Dec 02, 2015 | $0.048 | OrdinaryDividend |
| Nov 03, 2015 | $0.047 | OrdinaryDividend |
| Oct 02, 2015 | $0.048 | OrdinaryDividend |
| Sep 02, 2015 | $0.047 | OrdinaryDividend |
| Aug 04, 2015 | $0.047 | OrdinaryDividend |
| Jul 02, 2015 | $0.047 | OrdinaryDividend |
| Jun 02, 2015 | $0.047 | OrdinaryDividend |
| May 04, 2015 | $0.048 | OrdinaryDividend |
| Apr 02, 2015 | $0.048 | OrdinaryDividend |
| Mar 03, 2015 | $0.048 | OrdinaryDividend |
| Feb 03, 2015 | $0.048 | OrdinaryDividend |
| Dec 16, 2014 | $0.026 | ExtraDividend |
| Dec 16, 2014 | $0.037 | CapitalGainShortTerm |
| Dec 16, 2014 | $0.018 | CapitalGainLongTerm |
| Dec 16, 2014 | $0.046 | OrdinaryDividend |
| Dec 02, 2014 | $0.047 | OrdinaryDividend |
| Nov 04, 2014 | $0.047 | OrdinaryDividend |
| Oct 02, 2014 | $0.047 | OrdinaryDividend |
| Sep 03, 2014 | $0.047 | OrdinaryDividend |
| Aug 04, 2014 | $0.052 | OrdinaryDividend |
| Jul 02, 2014 | $0.052 | OrdinaryDividend |
| Jun 03, 2014 | $0.053 | OrdinaryDividend |
| May 02, 2014 | $0.052 | OrdinaryDividend |
| Apr 02, 2014 | $0.052 | OrdinaryDividend |
| Mar 04, 2014 | $0.060 | OrdinaryDividend |
| Feb 04, 2014 | $0.057 | OrdinaryDividend |
| Dec 16, 2013 | $0.053 | ExtraDividend |
| Dec 16, 2013 | $0.435 | CapitalGainShortTerm |
| Dec 16, 2013 | $0.062 | CapitalGainLongTerm |
| Dec 16, 2013 | $0.057 | OrdinaryDividend |
| Dec 03, 2013 | $0.057 | OrdinaryDividend |
| Nov 04, 2013 | $0.058 | OrdinaryDividend |
| Oct 02, 2013 | $0.058 | OrdinaryDividend |
| Sep 04, 2013 | $0.059 | OrdinaryDividend |
| Aug 02, 2013 | $0.058 | OrdinaryDividend |
| Jul 02, 2013 | $0.058 | OrdinaryDividend |
| Jun 04, 2013 | $0.058 | OrdinaryDividend |
| May 02, 2013 | $0.058 | OrdinaryDividend |
| Apr 02, 2013 | $0.058 | OrdinaryDividend |
| Mar 04, 2013 | $0.058 | OrdinaryDividend |
| Feb 04, 2013 | $0.058 | OrdinaryDividend |
| Dec 17, 2012 | $0.057 | ExtraDividend |
| Dec 17, 2012 | $0.264 | CapitalGainShortTerm |
| Dec 17, 2012 | $0.060 | OrdinaryDividend |
| Dec 04, 2012 | $0.056 | OrdinaryDividend |
| Nov 02, 2012 | $0.059 | OrdinaryDividend |
| Oct 02, 2012 | $0.058 | OrdinaryDividend |
| Sep 05, 2012 | $0.058 | OrdinaryDividend |
| Aug 02, 2012 | $0.058 | OrdinaryDividend |
| Jul 03, 2012 | $0.058 | OrdinaryDividend |
| Jun 04, 2012 | $0.058 | OrdinaryDividend |
| May 02, 2012 | $0.058 | OrdinaryDividend |
| Apr 03, 2012 | $0.055 | OrdinaryDividend |
MSYLX - Fund Manager Analysis
Managers
Richard Lindquist
Start Date
Tenure
Tenure Rank
Feb 07, 2012
10.32
10.3%
Richard is Co-head of Leveraged Credit and head of the Global High Yield Fixed Income team at Morgan Stanley Investment Management. He joined the firm in 2011 and has been with financial industry since 1982. Prior to joining Morgan Stanley, Richard was a managing director and co-head of U.S. High Yield at Guggenheim Partners responsible for portfolio management, asset gathering, client service and overseeing all high yield trading. Previously, he was a managing director and head of the U.S. and Global High Yield Fixed Income team responsible for managing the firm’s high yield assets for pension funds, mutual funds and insurance companies, as well as globally marketing the strategy and servicing existing high yield clients at both HSBC Halbis Partners (HSBC Global Asset Management) and Credit Suisse Asset Management. Richard received a B.S. in finance from Boston College and an M.B.A. in finance from the University of Chicago. He holds the Chartered Financial Analyst designation.
Jack Cimarosa
Start Date
Tenure
Tenure Rank
Jan 31, 2017
5.33
5.3%
Jack is a portfolio manager on the High Yield Fixed Income team. He joined Morgan Stanley in 2012 and has been with financial industry since 2005. Prior to joining the firm, Jack was a trader at Guggenheim Partners focused on leveraged debt. Previously, he worked in high yield at Maple Stone Capital Advisors and The Airlie Group. He began his career at UBS, where he worked on a sales desk focusing on non-dollar rates and currencies. Jack received a B.A. in media studies from New School University.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.13 | 37.79 | 7.31 | 8.17 |
