Global Strategist Portfolio Fund Quote
| MBAAX Fund | USD 18.33 0.10 0.55% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Global Strategist is trading at 18.33 as of the 2nd of December 2024; that is 0.55 percent up since the beginning of the trading day. The fund's open price was 18.23. Global Strategist has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Global Strategist Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers. Equity securities may include common and preferred stocks, depositary receipts, convertible securities, equity-linked securities, real estate investment trusts , rights and warrants to purchase equity securities and limited partnership interests. More on Global Strategist Portfolio
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Blend Funds, World Allocation Funds, World Allocation, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Global Strategist Portfolio [MBAAX] is traded in USA and was established 2nd of December 2024. Global Strategist is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Morgan Stanley family. This fund now has accumulated 498.81 M in assets with no minimum investment requirementsGlobal Strategist is currently producing year-to-date (YTD) return of 10.36%, while the total return for the last 3 years was 1.98%.
Check Global Strategist 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 Strategist 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.
Global Strategist Risk Profiles
| Mean Deviation | 0.3329 | |||
| Semi Deviation | 0.371 | |||
| Standard Deviation | 0.4195 | |||
| Variance | 0.176 |
Global Strategist Against Markets
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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