Global Strategist Competition

MSSOX Fund

USD 17.16 0.04 0.23%

Global Strategist competes with Icon Information, Invesco Technology, Janus Global, Hennessy Technology, and Columbia Global; as well as few others. The fund is listed under World Allocation category and is part of Morgan Stanley family. Analyzing Global Strategist competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Global Strategist to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Global Strategist Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Global Strategist competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
16.76	17.16	17.56

Details

Intrinsic

Valuation

Low	Real	High
16.80	17.20	17.60

Details

Naive

Forecast

Low	Next	High
16.62	17.03	17.43

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
17.07	17.39	17.70

Details

Global Strategist Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Global Strategist and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Global and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Global Strategist does not affect the price movement of the other competitor.

	ICTEX	ITYYX	JAGTX	HTECX	CMTFX	TEPIX	ROGSX
ICTEX		0.1	0.5	0.31	0.14	0.25	0.27	ICTEX
ITYYX	0.1		0.43	0.91	0.97	0.91	0.82	ITYYX
JAGTX	0.5	0.43		0.57	0.43	0.47	0.37	JAGTX
HTECX	0.31	0.91	0.57		0.89	0.88	0.83	HTECX
CMTFX	0.14	0.97	0.43	0.89		0.97	0.91	CMTFX
TEPIX	0.25	0.91	0.47	0.88	0.97		0.95	TEPIX
ROGSX	0.27	0.82	0.37	0.83	0.91	0.95		ROGSX
	ICTEX	ITYYX	JAGTX	HTECX	CMTFX	TEPIX	ROGSX

Click cells to compare fundamentals

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Risk-Adjusted Indicators

There is a big difference between Global Mutual Fund performing well and Global Strategist Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Global Strategist's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ICTEX	0.79	(0.08)	(0.07)	(0.01)	1.23	(0.82)	1.31	(1.68)	7.14
ITYYX	0.90	0.20	0.16	0.29	0.92	(0.98)	2.38	(1.85)	6.05
JAGTX	0.94	(0.10)	0.00	(0.02)	0.00	0.00	1.88	(2.58)	12.93
HTECX	0.94	(0.02)	0.01	0.08	1.36	(0.90)	1.78	(2.15)	9.04
CMTFX	0.86	0.10	0.07	0.21	0.99	(0.91)	1.96	(1.95)	5.99
TEPIX	1.25	0.06	0.05	0.14	1.64	(1.30)	2.79	(3.15)	9.19
ROGSX	0.77	0.03	0.02	0.13	0.95	(0.80)	1.70	(1.41)	5.59

Unable to evaluate fundamental data of [ICTEX, ITYYX, JAGTX, HTECX, CMTFX, TEPIX, ROGSX] at this time. Please try again later

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Global Strategist Competitive Analysis

The better you understand Global Strategist competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Global Strategist's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Global Strategist's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	MSSOX	ICTEX	ITYYX	JAGTX	HTECX	CMTFX	TEPIX	ROGSX
	0.23 17.16 Global	0.06 16.41 Icon	0.52 75.96 Invesco	0.43 63.20 Janus	0.76 23.45 Hennessy	0.95 94.94 Columbia	0.67 41.95 Technology	0.42 50.33 Red
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Solid	Very Weak	Modest	Good	OK	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Buy	Strong Hold	Hold	Strong Buy	Hold	Strong Hold
Net Asset	304.7 M	54.01 M	1.03 B	4.94 B	6.52 M	1.5 B	79.29 M	529.55 M
Minimum Initial Investment	N/A	1 K	1 K	N/A	N/A	N/A	N/A	2 K
Price To Book	N/A	3.46 X	3.93 X	4.09 X	4.25 X	4.38 X	3.83 X	3.30 X
Five Year Return	4.47 %	12.33 %	16.79 %	22.18 %	14.06 %	21.66 %	27.62 %	16.39 %
One Year Return	14.92 %	25.44 %	45.84 %	61.04 %	33.43 %	43.78 %	43.33 %	34.84 %
Last Dividend Paid	0.05	N/A	N/A	0.02	N/A	N/A	N/A	0.12
Price To Earning	N/A	20.71 X	1.57 X	26.76 X	1.49 X	25.37 X	2.02 X	19.70 X
Price To Sales	N/A	2.86 X	2.90 X	3.16 X	2.59 X	3.64 X	2.89 X	1.30 X
Cash Position Weight	18.25 %	0.47 %	0.33 %	0.14 %	0.05 %	1.07 %	19.11 %	1.87 %
Equity Positions Weight	34.67 %	99.53 %	99.67 %	98.81 %	99.95 %	98.93 %	76.66 %	98.13 %
Three Year Return	1.47 %	4.47 %	7.22 %	14.44 %	9.08 %	12.76 %	9.50 %	10.65 %
Annual Yield	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0 %
Year To Date Return	10.23 %	19.04 %	39.65 %	51.92 %	24.28 %	34.99 %	32.70 %	27.31 %
Bond Positions Weight	49.39 %	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	5.43 %	14.62 %	14.64 %	18.52 %	9.23 %	19.37 %	23.02 %	17.76 %
Day Typical Price	17.16	16.41	75.96	63.2	23.45	94.94	41.95	50.33
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	(0.04)	0.01	0.39	(0.27)	(0.18)	0.89	0.28	0.21
Rate Of Daily Change	1.0	1.0	1.01	1.0	0.99	1.01	1.01	1.0
Day Median Price	17.16	16.41	75.96	63.2	23.45	94.94	41.95	50.33
Price Action Indicator	(0.02)	0.005	0.2	(0.13)	(0.09)	0.45	0.14	0.11
Relative Strength Index	59.41	59.7	68.06	59.26	66.51	54.22	54.49	50.88
Coefficient Of Variation	(9,134)	70802.79	409.23	(22,729)	1198.64	609.45	897.7	855.83
Mean Deviation	0.3237	0.7933	0.8973	0.9428	0.9436	0.8635	1.25	0.7663
Jensen Alpha	(0.04)	(0.08)	0.2006	(0.10)	(0.02)	0.1025	0.0631	0.0335
Total Risk Alpha	(0.07)	(0.15)	0.1383	(0.22)	(0.06)	0.0354	(0.03)	(0.02)
Sortino Ratio	N/A	(0.07)	0.159	N/A	0.006	0.0723	0.0498	0.0205
Downside Variance	N/A	1.86	1.61	N/A	2.38	1.45	3.45	1.27
Standard Deviation	0.4081	1.12	1.23	1.65	1.31	1.14	1.73	1.05
Kurtosis	0.3954	4.83	0.5862	20.71	3.47	0.8288	1.01	1.59
Potential Upside	0.6973	1.31	2.38	1.88	1.78	1.96	2.79	1.7
Treynor Ratio	(0.04)	(0.01)	0.2883	(0.02)	0.0767	0.2137	0.1378	0.128
Maximum Drawdown	2.19	7.14	6.05	12.93	9.04	5.99	9.19	5.59
Variance	0.1666	1.24	1.52	2.72	1.72	1.3	2.99	1.11
Market Risk Adjusted Performance	(0.03)	0.0	0.2983	(0.01)	0.0867	0.2237	0.1478	0.138
Risk Adjusted Performance	(0.02)	0.0045	0.1813	0.0024	0.065	0.1226	0.0866	0.0878
Skewness	0.1046	(1.34)	(0.07)	(3.57)	(0.70)	(0.34)	(0.29)	(0.33)
Semi Deviation	N/A	1.23	0.9163	N/A	1.36	0.9892	1.64	0.9517
Information Ratio	(0.26)	(0.09)	0.1633	(0.07)	0.0071	0.0763	0.0535	0.0219
Value At Risk	(0.63)	(1.68)	(1.85)	(2.58)	(2.15)	(1.95)	(3.15)	(1.41)
Expected Short fall	N/A	(0.82)	(0.98)	N/A	(0.90)	(0.91)	(1.30)	(0.80)
Downside Deviation	N/A	1.36	1.27	N/A	1.54	1.2	1.86	1.13
Semi Variance	N/A	1.52	0.8396	N/A	1.86	0.9785	2.69	0.9058

Global Strategist Competition Performance Charts

Five steps to successful analysis of Global Strategist Competition

Global Strategist's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Global Strategist in relation to its competition. Global Strategist's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Global Strategist in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Global Strategist's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Global Strategist, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Global Strategist position

In addition to having Global Strategist in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Gambling

Companies that are related to providing gambling services across multiple geographical areas by investing, exploring, or producing software, hardware, and related infrastructure for running gambling operations or trading speculative assets. The Gambling theme has 38 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Gambling Theme or any other thematic opportunities.

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Other Information on Investing in Global Mutual Fund

Global Strategist 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 Strategist security.

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Global Strategist Competition

Specify up to 10 symbols:

Global Strategist Competition Correlation Matrix

Risk-Adjusted Indicators

Global Strategist Competitive Analysis

Global Strategist Competition Performance Charts

Five steps to successful analysis of Global Strategist Competition

Complement your Global Strategist position

Did You Try This Idea?

Run Gambling Thematic Idea Now

Gambling

Other Information on Investing in Global Mutual Fund

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