Morgan Stanley Insti Fd Tr Balanced Portf I Cl (MPBAX) Research
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.
Market snapshot
- Symbol
- MPBAX
- Price
- $20.83
- Day change
- +0.53%
- Market cap
- $612.9M
- 52-week range
- 18.72-20.99
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Non-U.S. Intrinsic Value Fund Investor Class (ANTUX)
- Boston Trust Asset Management Fund (BTBFX)
- Integrity Dividend Harvest Fund Class A (IDIVX)
- Leuthold Core Investment Fund Class Institutional (LCRIX)
- Matthews Asia Dividend Fund Investor Class (MAPIX)
- Matthews Asia Dividend Fund Institutional Class (MIPIX)
- Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
- SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)
Open Morgan Stanley Insti Fd Tr Balanced Portf I Cl (MPBAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.