MBAAX – Morgan Stanley Inst Global Strat A Investment Strategy | Morningstar

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Strategy

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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MPBAX	Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class Institutional	Institutional	Open			Dec 31, 1992	$16.93M	0.740%	Average	$1M	−$4.31M
MBAAX	Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class A	Front Load	Open			Nov 1, 1996	$136.64M	1.050%	Average	$1,000	−$16.98M
MSDLX	Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class L	Level Load	Closed			Apr 27, 2012	$10.81M	1.580%	Average	$1,000	−$1.04M
MSSOX	Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class C	Level Load	Open			Apr 30, 2015	$620,962.00	1.840%	Above Average	$1,000	−$262,017.12
MGPOX	Morgan Stanley Institutional Fund Trust Global Strategist Portfolio Class R6	Retirement, Large	Open			May 29, 2015	$428.97M	0.680%	Above Average	$5M	−$4.57M

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