Msif Global Opportunity Fund Three Year Return
MGORX Fund | USD 39.10 0.19 0.49% |
Msif Global Opportunity fundamentals help investors to digest information that contributes to Msif Global's financial success or failures. It also enables traders to predict the movement of Msif Mutual Fund. The fundamental analysis module provides a way to measure Msif Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Msif Global mutual fund.
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Msif Global Opportunity Mutual Fund Three Year Return Analysis
Msif Global's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
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Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Msif Global Three Year Return | 0.83 % |
Most of Msif Global's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Msif Global Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Msif Global Opportunity has a Three Year Return of 0.8251%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the World Large-Stock Growth category. The three year return for all United States funds is notably lower than that of the firm.
Msif Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Msif Global's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Msif Global could also be used in its relative valuation, which is a method of valuing Msif Global by comparing valuation metrics of similar companies.Msif Global is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Msif Global
The fund consists of 97.05% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Msif Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Msif Fundamentals
Total Asset | 3.24 B | ||||
Year To Date Return | 27.29 % | ||||
One Year Return | 42.76 % | ||||
Three Year Return | 0.83 % | ||||
Five Year Return | 13.03 % | ||||
Ten Year Return | 17.93 % | ||||
Net Asset | 3.44 B | ||||
Cash Position Weight | 2.95 % | ||||
Equity Positions Weight | 97.05 % |
About Msif Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Msif Global Opportunity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Msif Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Msif Global Opportunity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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