About TALTX
The Morgan Stanley Pathway Funds Alternative Strategies Fund is a multi-strategy mutual fund designed to generate long-term growth across market cycles while reducing correlation to traditional equity and fixed income markets. Its primary function is to achieve this objective through a diversified allocation to mutual funds, exchange-traded funds, and closed-end funds, each managed by third-party professional money managers. The fund employs a broad array of alternative investment strategies, typically focusing on four core approaches: real asset strategies, equity-based tactical or event-driven strategies, absolute return strategies, and equity hedged or long/short strategies.
Distinctively, the fund leverages Morgan Stanley's extensive global investment resources, combining top-down asset allocation perspectives with rigorous bottom-up manager selection. This process results in a risk-conscious portfolio designed to balance sources of risk and return, while potentially offering higher liquidity and lower fees compared to traditional hedge fund structures. The fund's exposure spans various sectors—such as real estate, consumer defensive, energy, and utilities—and aims to provide investors with diversified sources of return that are less dependent on traditional market movements. In the context of the financial market, this fund plays a significant role in offering investors access to alternative strategies—traditionally harder to reach—harnessing professional expertise and institutional best practices for effective portfolio diversification.
Fund Family Morgan Stanley
Category Multistrategy
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol TALTX
Index Index is not available on Lipper Database
TALTX had a total return of 5.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.68%.
