MPBAX : Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class Institutional

MPBAX is a Allocation Market Total World with LOW fees.

MPBAX

Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class Institutional

FI Score

56 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

56% FI Score
  • mpbax
  • Mutual Fund
  • Allocation
  • Total World

Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class Institutional

Expenses: 0.72% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks above-average total return over a market cycle of three to five years. The fund seeks to achieve its investment objective by investing primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers. Equity securities may include common and preferred stocks, depositary receipts, convertible securities, equity-linked securities, real estate investment trusts ("REITs"), rights and warrants to purchase equity securities and limited partnership interests. It may invest a portion of its assets in below investment grade fixed-income securities. The fund may also invest in restricted and illiquid securities.

Largest Holdings

Amount Holding
16.43% E-mini S&P 500 Futures June20
5.87% Ms Inst. Fund Trust Glbl Strategist Cayman Por Ltd
4.43% 1266845 Trs Usd R E Ii9356470200123 Equitytrs
3.89% 1266891 Trs Usd R E Ii5604150200207 Equitytrs
3.12% 2 Year Treasury Note Future June 20
2.35% MSCI USA Index Future June 20
1.32% Euro Stoxx 50 Future June 20
1.26% United States Treasury Bonds 4.25%
1.16% Federal National Mortgage Association 3%
1.13% Japan(Govt Of) 1.7%
1.04% Canada (Government of) 2.25%
1.03% Japan (Government Of) 0.1%
1.03% Apple Inc
1.00% Microsoft Corp
0.95% Australia (Commonwealth of) 2.75%
0.90% Federal National Mortgage Association 3.5%
0.86% Japan (Government Of) 2%
0.84% United Kingdom (Government Of) 3.5%

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