Global Advantage Portfolio Fund Quote
| MIGIX Fund | USD 18.41 0.26 1.39% |
Performance28 of 100
| Odds Of DistressLess than 14
|
Global Advantage is trading at 18.41 as of the 11th of December 2024; that is 1.39 percent decrease since the beginning of the trading day. The fund's open price was 18.67. Global Advantage has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 17th of December 2023 and ending today, the 11th of December 2024. Click here to learn more.
Under normal market conditions, the Adviser seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Net Index. More on Global Advantage Portfolio
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Global Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Global Advantage Portfolio [MIGIX] is traded in USA and was established 11th of December 2024. Global Advantage is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Morgan Stanley family. This fund now has accumulated 94.76 M in assets with minimum initial investment of 5 M. Global Advantage Por is currently producing year-to-date (YTD) return of 62.87%, while the total return for the last 3 years was 1.2%.
Check Global Advantage 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 Advantage 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 Advantage Portfolio Mutual Fund Constituents
| SPGI | SP Global | Stock | Financials | |
| FWONK | Liberty Media | Stock | Communication Services | |
| CRM | Salesforce | Stock | Information Technology | |
| WDAY | Workday | Stock | Information Technology | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| DIS | Walt Disney | Stock | Communication Services | |
| UNP | Union Pacific | Stock | Industrials | |
| VEEV | Veeva Systems Class | Stock | Health Care |
Global Advantage Por Risk Profiles
| Mean Deviation | 1.18 | |||
| Semi Deviation | 0.3302 | |||
| Standard Deviation | 1.51 | |||
| Variance | 2.29 |
Global Advantage Against Markets
Other Information on Investing in Global Mutual Fund
Global Advantage 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 Advantage security.
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