Growth Portfolio Class Fund Quote
| MGRPX Fund | USD 51.17 0.31 0.60% |
Performance22 of 100
| Odds Of DistressLess than 15
|
Growth Portfolio is trading at 51.17 as of the 11th of November 2024; that is 0.6 percent down since the beginning of the trading day. The fund's open price was 51.48. Growth Portfolio has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 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 12th of October 2024 and ending today, the 11th of November 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
Growth 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 |
Growth Portfolio Class [MGRPX] is traded in USA and was established 11th of November 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 6.28 B in assets with no minimum investment requirementsGrowth Portfolio Class is currently producing year-to-date (YTD) return of 30.84%, while the total return for the last 3 years was -13.08%.
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
| SNOW | Snowflake | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| SQ | Block Inc | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| ISRG | Intuitive Surgical | Stock | Health Care | |
| BILL | Bill Com Holdings | Stock | Information Technology | |
| TTD | Trade Desk | Stock | Information Technology | |
| RPRX | Royalty Pharma Plc | Stock | Health Care |
Growth Portfolio Class Risk Profiles
| Mean Deviation | 1.23 | |||
| Semi Deviation | 0.8472 | |||
| Standard Deviation | 1.58 | |||
| Variance | 2.49 |
Growth Portfolio Against Markets
Other Information on Investing in Growth Mutual Fund
Growth Portfolio financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Portfolio security.
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