About MBAAX
Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class A is a flexible, multi-asset mutual fund designed to pursue above-average total returns over a market cycle of three to five years. This portfolio is diversified across both equity and fixed income securities from issuers worldwide, incorporating exposure to U.S. and non-U.S. markets. The fund employs a top-down, unconstrained strategy, allowing its management team to allocate assets across global equities, bonds, currencies, and commodities based on shifting macroeconomic and thematic perspectives.
Notably, the portfolio may invest in below-investment-grade fixed income, providing further flexibility in its pursuit of the stated objectives. The fund’s largest holdings typically include both government securities and prominent global technology and consumer companies, reflecting its blend of defensive and growth-oriented positions. With over 1,600 holdings and annual distributions, the portfolio aims to balance income generation with capital appreciation needs.
The fund’s significance lies in its dynamic approach to global asset allocation, offering investors a diversified solution that adapts to evolving market conditions while seeking to optimize returns in both stable and volatile environments.
Fund Family Morgan Stanley
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MBAAX
Share Class Class A Shares
Index MSCI AC World NR USD
MBAAX had a total return of 8.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.87%.
