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Morgan Stanley Insti Fd Tr Balanced Portf I Cl: (MF: MPBAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:28 PM ET

$19.21 USD

-0.06 (-0.31%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.85 48
3 months 4.71 43
6 months 8.44 51
1 Year 18.50 39
3 Year 13.57 49
5 Year 5.99 64
10 Year 7.92 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 94.71
Bear Market (10/07 - 2/09) -36.75
Bull Market (2/09 - 3/21) 318.42

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.65
5 Year 5.51
10 Year 7.11
Since Inception 7.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.81 8.22 4.51 2.16
2024 3.02 1.32 6.58 -3.40
2023 4.94 2.38 -3.27 9.96
2022 -4.65 -13.05 -8.18 9.41
2021 2.98 4.05 -1.36 2.82

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.8517.657.4714.28-16.708.6811.5118.04-6.2916.695.57
% Total Return Rel to Index 1.21-0.56-17.55-11.961.49-20.00-6.89-13.44-1.90-5.10-6.36
% Total Return Rel to Peer 0.423.14-2.441.12-3.74-2.820.820.840.203.23-0.69
% Perf Quintile vs Peer* 2.002.000.003.004.004.003.003.003.002.004.00
% Dividends 0.000.730.240.000.090.120.220.030.570.200.17
% Yield 0.003.441.293.960.570.601.170.173.581.101.08
Capital Gains ($) 0.000.590.230.000.001.290.010.251.450.900.00
Expense Ratio 0.000.720.690.720.720.730.720.720.730.720.68

* 1 = Top 20%, 5 = Bottom 20%