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Morningstar

Morgan Stanley Inst Global Strat Instl MPBAX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 17.37  /  +0.12 %
  • Total Assets 564.5 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 91%

USD | NAV as of May 13, 2024 | 1-Day Return as of May 13, 2024, 10:12 PM GMT+0

Morningstar’s Analysis MPBAX

Will MPBAX 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 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.

Weakness in Morgan Stanley Inst Global Strat Instl's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

1329435 Trs Usd R E Ii9909560230920 Equitytrs

11.45 60.3 Mil
—

Ms Inst. Fund Trust Glbl Strategist Cayman Por Ltd

10.12 53.3 Mil
—

Msilf Government Portfolio Msilf Government Portfolio

9.83 51.7 Mil
Cash and Equivalents

1330543 Trs Usd R E Ii3415460240125 Equitytrs

6.64 34.9 Mil
—

1328593 Trs Usd R E Ii8608940230712 Equitytrs

4.85 25.6 Mil
—

China (People's Republic Of) 2.76%

4.25 22.4 Mil
Government

1330650 Trs Usd R E Ii9430900240208 Equitytrs

3.42 18.0 Mil
—

1329537 Trs Usd R E Ii1657210231002 Equitytrs

2.99 15.7 Mil
—

1330471 Trs Eur R E Ii3362640240112 Qtr 15th

2.35 12.4 Mil
—

Usd

2.26 11.9 Mil
Cash and Equivalents