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 (15), Jim Caron (0), Rui De Figueiredo (0), 3 others | |||
| 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 Moderate 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 | 3.51% | |||
| Dividend | MPBAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | MPBAX-NASDAQ | Click to Compare |
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| Cash | 4.55% | |||
| Stock | 46.24% | |||
| U.S. Stock | 32.77% | |||
| Non-U.S. Stock | 13.47% | |||
| Bond | 46.54% | |||
| U.S. Bond | 25.67% | |||
| Non-U.S. Bond | 20.87% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 2.68% | |||
| Price History | MPBAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.44% | |||
| 30-Day Total Return | -5.34% | |||
| 60-Day Total Return | -3.82% | |||
| 90-Day Total Return | -2.35% | |||
| Year to Date Total Return | -1.89% | |||
| 1-Year Total Return | 11.92% | |||
| 2-Year Total Return | 20.75% | |||
| 3-Year Total Return | 38.02% | |||
| 5-Year Total Return | 25.76% | |||
| 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 | $19.11 | |||
| 1-Month Low NAV | $19.00 | |||
| 1-Month High NAV | $20.27 | |||
| 52-Week Low NAV | $16.90 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.76 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | MPBAX-NASDAQ | Click to Compare |
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| Beta | 0.75 | |||
| Standard Deviation | 8.41 | |||
| Balance Sheet | MPBAX-NASDAQ | Click to Compare |
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| Total Assets | 594.27M | |||
| Operating Ratios | MPBAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.74% | |||
| Turnover Ratio | 92.00% | |||
| Performance | MPBAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.66% | |||
| Last Bear Market Total Return | -13.05% | |||