Global Franchise Portfolio Fund Quote
| MSGFX Fund | USD 35.92 0.16 0.44% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Global Franchise is trading at 35.92 as of the 21st of September 2024; that is 0.44 percent decrease since the beginning of the trading day. The fund's open price was 36.08. Global Franchise has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Global Franchise Portfolio 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.
Under normal market conditions, the fund invests in securities of issuers from at least three different countries, which may include the United States. The Adviser andor Sub-Adviser seek to invest in high quality companies they believe have strong business franchises, strong cash flows, modest capital requirements, strong balance sheets, capable management, and that typically return cash to shareholders.. More on Global Franchise Portfolio
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Morgan Stanley, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Global Franchise Portfolio [MSGFX] is traded in USA and was established 21st of September 2024. Global Franchise is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Morgan Stanley family. This fund now has accumulated 2.97 B in assets with no minimum investment requirementsGlobal Franchise Por is currently producing year-to-date (YTD) return of 10.57%, while the total return for the last 3 years was 3.61%.
Check Global Franchise 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 Global 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 Global 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 Global Franchise Portfolio 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 Global Franchise Portfolio Mutual Fund Constituents
| ZTS | Zoetis Inc | Stock | Health Care | |
| FOXA | Fox Corp Class | Stock | Communication Services | |
| MO | Altria Group | Stock | Consumer Staples | |
| ACN | Accenture plc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples |
Global Franchise Por Risk Profiles
| Mean Deviation | 0.4716 | |||
| Semi Deviation | 0.488 | |||
| Standard Deviation | 0.6151 | |||
| Variance | 0.3783 |
Global Franchise Against Markets
Other Information on Investing in Global Mutual Fund
Global Franchise financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Franchise security.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |