About MPBAX
Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class Institutional is a mutual fund designed to provide a balanced approach to global investing. Its primary function is to seek both income and capital appreciation by investing across a diversified mix of asset classes, including equities, fixed income securities, and cash, from both U.S. and international issuers. The fund targets a global moderate allocation, maintaining equity exposure typically between 50% and 70%, which helps balance capital preservation with growth objectives. Managed by a team of professionals and priced competitively with a low expense ratio, the fund aims to deliver risk-adjusted returns consistent with its peers in the global allocation category. Its holdings span a wide range of sectors and regions, reflecting a strategic approach to shifting market conditions and global opportunities. With a focus on disciplined portfolio management and broad diversification, the fund plays a significant role for institutions and investors seeking a core global allocation within their investment portfolio, offering access to global markets alongside active risk management strategies.
Fund Family Morgan Stanley
Category Flexible Portfolio
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MPBAX
Share Class Class I Shares
Index MSCI AC World NR USD
MPBAX had a total return of 11.71% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.07%.
