Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class Institutional
MPBAX
NASDAQ
| Weiss Ratings | MPBAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MPBAX-NASDAQ | Click to Compare |
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| Provider | Morgan Stanley | |||
| Manager/Tenure (Years) | Mark A. Bavoso (14), Cyril Moullé-Berteaux (13) | |||
| Website | http://www.morganstanley.com | |||
| Fund Information | MPBAX-NASDAQ | Click to Compare |
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| Fund Name | Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class Institutional | |||
| Category | Global Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Dec 31, 1992 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MPBAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.33% | |||
| Dividend | MPBAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.35% | |||
| Asset Allocation | MPBAX-NASDAQ | Click to Compare |
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| Cash | 12.21% | |||
| Stock | 36.42% | |||
| U.S. Stock | 22.86% | |||
| Non-U.S. Stock | 13.56% | |||
| Bond | 41.86% | |||
| U.S. Bond | 22.05% | |||
| Non-U.S. Bond | 19.81% | |||
| Preferred | 0.00% | |||
| Convertible | 0.14% | |||
| Other Net | 9.36% | |||
| Price History | MPBAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.22% | |||
| 30-Day Total Return | -1.30% | |||
| 60-Day Total Return | 1.90% | |||
| 90-Day Total Return | 2.42% | |||
| Year to Date Total Return | 2.77% | |||
| 1-Year Total Return | 8.27% | |||
| 2-Year Total Return | 24.55% | |||
| 3-Year Total Return | 10.73% | |||
| 5-Year Total Return | 66.11% | |||
| Price | MPBAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MPBAX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $17.88 | |||
| 1-Month High NAV | $18.42 | |||
| 52-Week Low NAV | $16.72 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $18.84 | |||
| 52-Week High Price (Date) | Sep 27, 2024 | |||
| Beta / Standard Deviation | MPBAX-NASDAQ | Click to Compare |
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| Beta | 0.83 | |||
| Standard Deviation | 13.77 | |||
| Balance Sheet | MPBAX-NASDAQ | Click to Compare |
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| Total Assets | 541.66M | |||
| Operating Ratios | MPBAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.74% | |||
| Turnover Ratio | 93.00% | |||
| Performance | MPBAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.66% | |||
| Last Bear Market Total Return | -13.05% | |||
