Msif Small Pany Fund Quote

MSCOX Fund  USD 10.08  0.16  1.61%   

Performance

28 of 100

 
Weak
 
Strong
Strong

Odds Of Distress

Less than 11

 
High
 
Low
Low
Msif Small is trading at 10.08 as of the 2nd of December 2024; that is 1.61 percent increase since the beginning of the trading day. The fund's open price was 9.92. Msif Small has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. Equity ratings for Msif Small Pany are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000 Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. More on Msif Small Pany

Moving together with Msif Mutual Fund

  0.86MLMAX Global E PortfolioPairCorr
  0.86MLMCX Global E PortfolioPairCorr
  0.86MLNSX Global Centrated PorPairCorr

Moving against Msif Mutual Fund

  0.77TIEUX International EquityPairCorr
  0.69TIIUX Core Fixed IncomePairCorr
  0.65TILUX Inflation Linked FixedPairCorr

Msif Mutual Fund Highlights

Fund ConcentrationMorgan Stanley Funds, Large Funds, Small Growth Funds, Small Growth, Morgan Stanley (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Msif Small Pany [MSCOX] is traded in USA and was established 2nd of December 2024. Msif Small is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Morgan Stanley family. This fund now has accumulated 446.7 M in assets with no minimum investment requirementsMsif Small Pany is currently producing year-to-date (YTD) return of 33.69%, while the total return for the last 3 years was -9.42%.
Check Msif Small 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 Msif 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 Msif 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 Msif Small Pany 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 Msif Small Pany Mutual Fund Constituents

COUPCoupa SoftwareStockInformation Technology
FIGSFigs IncStockHealth Care
TXG10X GenomicsStockHealth Care
GHGuardant HealthStockHealth Care
IOTSamsaraStockInformation Technology
GLBEGlobal E OnlineStockConsumer Discretionary
VRMVroom IncStockConsumer Discretionary
INSPInspire Medical SystemsStockHealth Care
More Details

Msif Small Pany Risk Profiles

Msif Small Against Markets

Other Information on Investing in Msif Mutual Fund

Msif Small 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 Small security.
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