Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class C
MSSOX
NASDAQ
| Weiss Ratings | MSSOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MSSOX-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 | MSSOX-NASDAQ | Click to Compare |
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| Fund Name | Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class C | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Apr 30, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MSSOX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.53% | |||
| Dividend | MSSOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | MSSOX-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 | MSSOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.48% | |||
| 30-Day Total Return | -5.47% | |||
| 60-Day Total Return | -4.05% | |||
| 90-Day Total Return | -2.65% | |||
| Year to Date Total Return | -2.17% | |||
| 1-Year Total Return | 10.64% | |||
| 2-Year Total Return | 18.10% | |||
| 3-Year Total Return | 33.48% | |||
| 5-Year Total Return | 18.94% | |||
| Price | MSSOX-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 | MSSOX-NASDAQ | Click to Compare |
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| Nav | $17.96 | |||
| 1-Month Low NAV | $17.86 | |||
| 1-Month High NAV | $19.07 | |||
| 52-Week Low NAV | $15.92 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.44 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | MSSOX-NASDAQ | Click to Compare |
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| Beta | 0.75 | |||
| Standard Deviation | 8.41 | |||
| Balance Sheet | MSSOX-NASDAQ | Click to Compare |
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| Total Assets | 594.27M | |||
| Operating Ratios | MSSOX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.84% | |||
| Turnover Ratio | 92.00% | |||
| Performance | MSSOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.96% | |||
| Last Bear Market Total Return | -13.23% | |||