Msif Global Opportunity Fund Quote
| MGORX Fund | USD 36.46 0.82 2.30% |
Performance10 of 100
| Odds Of DistressLess than 17
|
Msif Global is trading at 36.46 as of the 21st of September 2024; that is 2.30% increase since the beginning of the trading day. The fund's open price was 35.64. Msif Global has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Msif Global Opportunity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of August 2024 and ending today, the 21st of September 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. In selecting securities for investment, the Adviser seeks high quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. More on Msif Global Opportunity
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Msif Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
Msif Global Opportunity [MGORX] is traded in USA and was established 21st of September 2024. Msif Global is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Morgan Stanley family. This fund now has accumulated 3.44 B in assets with no minimum investment requirementsMsif Global Opportunity is currently producing year-to-date (YTD) return of 17.12%, while the total return for the last 3 years was -0.73%.
Check Msif Global 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 Msif 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 Msif 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 Msif Global Opportunity 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 Msif Global Opportunity Mutual Fund Constituents
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| DIS | Walt Disney | Stock | Communication Services | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials | |
| NOW | ServiceNow | Stock | Information Technology | |
| TAL | TAL Education Group | Stock | Consumer Discretionary |
Msif Global Opportunity Risk Profiles
| Mean Deviation | 0.8285 | |||
| Semi Deviation | 0.9998 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.26 |
Msif Global Against Markets
Other Information on Investing in Msif Mutual Fund
Msif Global financial ratios help investors to determine whether Msif 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 Msif with respect to the benefits of owning Msif Global security.
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| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |