International Equity Portfolio Fund Quote
| MSIQX Fund | USD 14.35 0.03 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
International Equity is trading at 14.35 as of the 16th of December 2024; that is 0.21 percent decrease since the beginning of the trading day. The fund's open price was 14.38. International Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of September 2024 and ending today, the 16th of December 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities. This policy may be changed without shareholder approval however, the investors would be notified upon 60 days notice in writing of any changes. The funds equity investments may include convertible securities.. More on International Equity Portfolio
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International Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Morgan Stanley (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
International Equity Portfolio [MSIQX] is traded in USA and was established 16th of December 2024. International Equity is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Morgan Stanley family. This fund now has accumulated 1.42 B in assets with minimum initial investment of 5 M. International Equity is currently producing year-to-date (YTD) return of 5.67% with the current yeild of 0.02%, while the total return for the last 3 years was 3.05%.
Check International Equity 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 International 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 International 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 International Equity 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 International Equity Portfolio Mutual Fund Constituents
| SSDOF | Shiseido Company Limited | Pink Sheet | Household & Personal Products | |
| HEIA | HEIA | Stock | Industrials | |
| NOVN | Novan Inc | Stock | Health Care | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General |
International Equity Top Holders
| FILFX | Strategic Advisers International | Mutual Fund | Foreign Large Blend |
International Equity Risk Profiles
| Mean Deviation | 0.6919 | |||
| Standard Deviation | 0.8948 | |||
| Variance | 0.8007 | |||
| Risk Adjusted Performance | (0.03) |
International Equity Against Markets
Other Information on Investing in International Mutual Fund
International Equity financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Equity security.
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