Morningstar

Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class Institutional MPBAX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 20.83  /  +0.14 %
  • Total Assets 605.2M
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.42%
  • Turnover 92%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MPBAX

Will MPBAX outperform in the 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 MPBAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MPBAX 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 MPBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Inst Global Strat Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MPBAX

More MPBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 0.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bmifu0sg0 Trs Usd R V 03msofr Sofrrate -22 Bps

14.71 82M
—

Bmigez3e1 Trs Usd R V 03msofr Sofrrate -26 Bps

10.31 58M
—

1395513 Trs Usd R E Ii9629090260127 Equitytrs

6.65 37M
—

10 Year Treasury Note Future June 26

5.67 32M
Government

Bmigeurl0 Trs Usd R E Jpeicore

4.67 26M
—

United States Treasury Notes 1.875%

4.21 24M
Government

Bmig3jvs7 Trs Usd R E Liquidhigh Trs Equity

4.12 23M
—

Bmifzlf32 Trs Usd R V 03msofr Sofrrate - 24 Bps

4.05 23M
—

1344004 Trs Usd R E Ii0817180251022 Equitytrs

4.01 22M
—

1345139 Trs Usd R V 00msofr Ii5719360251219 + 13 Bps

3.79 21M
—

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