- What does MPBAX invest in?
- This investment vehicle aims to generate superior total returns over a market cycle typically spanning three to five years. To achieve this objective, it principally invests in a blended portfolio of equity and fixed-income instruments issued by entities in both the United States and other countries. The fund's stock holdings may encompass common and preferred shares, depositary receipts, convertible securities, equity-linked instruments, real estate investment trusts (REITs), rights and warrants enabling equity purchases, and limited partnership interests. Furthermore, it has the discretion to allocate a portion of its assets to lower-rated, below investment grade fixed-income securities, and may also acquire restricted or illiquid assets.
- What is the expense ratio of MPBAX?
- Morgan Stanley Insti Fd Tr Balanced Portf I Cl (MPBAX) charges an expense ratio of 0.74%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MPBAX?
- Morgan Stanley Insti Fd Tr Balanced Portf I Cl (MPBAX) manages $591.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is MPBAX actively managed or an index fund?
- MPBAX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (MPBAX's is 0.74%) in exchange for the discretion to over- or under-weight positions.
- When was MPBAX launched?
- Morgan Stanley Insti Fd Tr Balanced Portf I Cl (MPBAX) launched in December 1992 and is managed by Morgan Stanley.
- How has MPBAX performed?
- MPBAX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
