Growth Portfolio Class Fund Quote
| MSEQX Fund | USD 37.86 0.99 2.69% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Growth Portfolio is trading at 37.86 as of the 24th of April 2024; that is 2.69% increase since the beginning of the trading day. The fund's open price was 36.87. Growth Portfolio has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Growth Portfolio Class are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its total assets in foreign securities. More on Growth Portfolio Class
Moving together with Growth Mutual Fund
| 0.76 | TEMUX | Emerging Markets Equity | PairCorr |
| 0.76 | MLMAX | Global E Portfolio | PairCorr |
| 0.77 | MLMCX | Global E Portfolio | PairCorr |
Growth Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Growth Portfolio's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Growth Portfolio or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Morgan Stanley Funds, Large Funds, Large Growth Funds, Large Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Growth Portfolio Class [MSEQX] is traded in USA and was established 24th of April 2024. Growth Portfolio is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Morgan Stanley family. This fund now has accumulated 5.53 B in assets with minimum initial investment of 5 M. Growth Portfolio Class is currently producing year-to-date (YTD) return of 4.66%, while the total return for the last 3 years was -17.78%.
Check Growth Portfolio Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Growth Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Growth Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Growth Portfolio Class Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Growth Portfolio Class Mutual Fund Constituents
| ISRG | Intuitive Surgical | Stock | Health Care |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| CVNA | Carvana Co | Stock | Consumer Discretionary |
| ATVI | Activision Blizzard | Stock | Communication Services |
| ECL | Ecolab Inc | Stock | Materials |
| TTD | Trade Desk | Stock | Information Technology |
| WDAY | Workday | Stock | Information Technology |
Growth Portfolio Target Price Odds Analysis
Based on a normal probability distribution, the odds of Growth Portfolio jumping above the current price in 90 days from now is about 80.67%. The Growth Portfolio Class probability density function shows the probability of Growth Portfolio mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.88. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Growth Portfolio will likely underperform. Additionally, growth Portfolio Class has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Growth Portfolio to move above the current price in 90 days from now is about 80.67 (This Growth Portfolio Class probability density function shows the probability of Growth Mutual Fund to fall within a particular range of prices over 90 days) .
Growth Portfolio Class Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Growth Portfolio market risk premium is the additional return an investor will receive from holding Growth Portfolio long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Growth Portfolio. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Growth Portfolio's alpha and beta are two of the key measurements used to evaluate Growth Portfolio's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 1.34 | |||
| Semi Deviation | 1.62 | |||
| Standard Deviation | 1.72 | |||
| Variance | 2.94 |
Growth Portfolio Against Markets
Picking the right benchmark for Growth Portfolio mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Growth Portfolio mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Growth Portfolio is critical whether you are bullish or bearish towards Growth Portfolio Class at a given time. Please also check how Growth Portfolio's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Growth Portfolio without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Rebalancing Now
Portfolio RebalancingAnalyze risk-adjusted returns against different time horizons to find asset-allocation targets |
| All Next | Launch Module |
How to buy Growth Mutual Fund?
Before investing in Growth Portfolio, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Growth Portfolio. To buy Growth Portfolio fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Growth Portfolio. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Growth Portfolio fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Growth Portfolio Class fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Growth Portfolio Class fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Growth Portfolio Class, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Growth Portfolio Class?
The danger of trading Growth Portfolio Class is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Growth Portfolio is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Growth Portfolio. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Growth Portfolio Class is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Growth Portfolio Class. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in producer price index. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.