Morgan Stanley Multi Fund Quote
| CPOAX Fund | USD 40.23 0.08 0.20% |
Performance31 of 100
| Odds Of DistressLess than 12
|
Morgan Stanley is trading at 40.23 as of the 3rd of December 2024; that is 0.2% down since the beginning of the trading day. The fund's open price was 40.31. Morgan Stanley has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. Equity ratings for Morgan Stanley Multi are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of June 2023 and ending today, the 3rd of December 2024. Click here to learn more.
Under normal circumstances, the funds assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000 Growth Index. More on Morgan Stanley Multi
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Morgan Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Large Growth Funds, Large Growth, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Morgan Stanley Multi [CPOAX] is traded in USA and was established 3rd of December 2024. Morgan Stanley 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 currently has accumulated 1.61 B in assets under management (AUM) with no minimum investment requirementsMorgan Stanley Multi is currently producing year-to-date (YTD) return of 52.37%, while the total return for the last 3 years was -8.59%.
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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 Morgan 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 Morgan 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 Morgan Stanley Multi 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 Morgan Stanley Multi Mutual Fund Constituents
| ILMN | Illumina | Stock | Health Care | |
| RPRX | Royalty Pharma Plc | Stock | Health Care | |
| MDB | MongoDB | Stock | Information Technology | |
| UNP | Union Pacific | Stock | Industrials | |
| WDAY | Workday | Stock | Information Technology | |
| NET | Cloudflare | Stock | Information Technology | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| CRM | Salesforce | Stock | Information Technology |
Morgan Stanley Multi Risk Profiles
| Mean Deviation | 1.22 | |||
| Semi Deviation | 0.6749 | |||
| Standard Deviation | 1.59 | |||
| Variance | 2.54 |
Morgan Stanley Against Markets
Other Information on Investing in Morgan Mutual Fund
Morgan Stanley financial ratios help investors to determine whether Morgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Morgan with respect to the benefits of owning Morgan Stanley security.
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