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Morningstar

Morgan Stanley Inst Global Strat A MBAAX

Morningstar Analyst Rating
Quantitative rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 15.74  /  0.45 %
  • Total Assets 473.2 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.060%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.54%
  • Turnover 93%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:44 AM GMT+00:00

Morningstar’s Analysis MBAAX

Will MBAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MBAAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MBAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MBAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Morgan Stanley Inst Global Strat A to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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