Morgan Stanley Insti Fd Tr Balanced Portf I Cl
MPBAX
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USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Tower Bridge PA United States of America
- IPO Date
- Dec 31, 1992
- CIK
- 0000741375
- Website
- morganstanley.com
- Similar Companies
- Business
- Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class I (MPBAX) is a mutual fund that seeks above-average total return over a market cycle of three to five years by investing primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers; it employs a top-down, unconstrained global macro approach focusing on thematic investments across global equities, fixed income, foreign exchange, and commodities at the asset class, country, sector, and thematic levels rather than individual security selection. The fund offers Class I shares with a net expense ratio of 0.74%, a minimum initial investment of $1,000,000, and is categorized in the Morningstar Global Moderate Allocation category with total net assets of approximately $573 million as of mid-2025; it benchmarks performance against the MSCI All Country World Index (primary) and a custom blended index (60% MSCI ACWI / 40% Bloomberg Global Aggregate Bond Index). Geographically, the portfolio allocates across North America, Europe, Asia ex-Japan, Japan, and emerging markets, with current holdings reflecting about 62% global equities, 44% global fixed income, and minor cash positions (net of derivatives), including derivatives such as total return swaps for efficient exposure. A significant operational change occurred effective October 1, 2025, when Morgan Stanley Investment Management's Portfolio Solutions Group (PSG) assumed investment management responsibilities for the Global Strategist Portfolio from the prior Global Multi-Asset team, while retaining the same investment objectives, constraints, and processes. The fund, part of the Morgan Stanley Institutional Fund Trust established with inception on December 31, 1992, and domiciled in the United States, targets institutional investors seeking diversified multi-asset exposure with active risk management. No major acquisitions, funding rounds, or new product launches were reported in the last 1-2 years beyond this management transition.