MBAAX Mutual Fund

MBAAX Mutual Fund

NAV$20.62
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Fund Essentials - as of Mar 31, 2026

Net Assets
$201M
Expense Ratio
1.05%
Dividend Yield (Current)
6.20%
Holdings
1,611
Inception Date
Nov 1, 1996
Fund Family
Morgan Stanley Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+5.62%
1 Year+13.33%
3 Year+11.30%
5 Year+4.96%
10 Year+7.05%

Asset Allocation

Stocks: 47.85%
Bonds: 46.88%
Cash: 4.68%
Other: 0.58%
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Top Holdings

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TickerNameWeight
MVRXXMorgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class4.64%
-Treasury (Cpi) Note 1.88% Jul 15, 20354.23%
-Gnma2 30Yr 2.5 10/20/20512.79%
NVDANvidia Corp.2.54%
AAPLApple, Inc2.23%
Top 10 Concentration: 22.07%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
6.20%
Frequency
Annually
Latest Distribution
$1.36
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MBAAX Mutual Fund Overview

MBAAX Mutual Fund (Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class A) is managed by Morgan Stanley Investment Management with $201.2M in net assets. MBAAX expense ratio is 1.05%, holding 1611 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1996-11-01.

MBAAX performance shows a YTD return of 5.62%. The 1-year return is 13.33% and the 5-year return is 4.96%. MBAAX dividend yield stands at 6.20%, paid annually.

MBAAX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (4.6%), Treasury (Cpi) Note 1.88% Jul 15, 2035 (4.2%), Gnma2 30Yr 2.5 10/20/2051 (2.8%), Nvidia Corp. (2.5%), Apple, Inc (2.2%). Go to all MBAAX holdings, MBAAX sectors, or MBAAX dividends.

MBAAX can be compared against other funds. Use MBAAX overlap to find shared positions, or MBAAX vs another fund for a side-by-side view. MBAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.