Morgan Stanley Global Fund Quote
| MSJIX Fund | USD 17.40 0.01 0.06% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Morgan Stanley is trading at 17.40 as of the 3rd of December 2024; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 17.39. Morgan Stanley has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Morgan Stanley Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 3rd of December 2024. Click here to learn more.
Under normal market conditions, the Adviser seeks to achieve the funds investment objective by investing primarily in equity securities of established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. More on Morgan Stanley Global
Moving together with Morgan Mutual Fund
Morgan Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Morgan Stanley Global [MSJIX] is traded in USA and was established 3rd of December 2024. Morgan Stanley is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Morgan Stanley family. This fund now has accumulated 43.95 M in assets with minimum initial investment of 5 M. Morgan Stanley Global is currently producing year-to-date (YTD) return of 9.58% with the current yeild of 0.02%, while the total return for the last 3 years was -16.03%.
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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 Morgan 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 Morgan 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 Morgan Stanley Global 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 Morgan Stanley Global Mutual Fund Constituents
| SFIX | Stitch Fix | Stock | Consumer Discretionary | |
| XPO | XPO Logistics | Stock | Industrials | |
| W | Wayfair | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SMAR | Smartsheet | Stock | Information Technology | |
| SKLZ | Skillz Platform | Stock | Communication Services | |
| RPRX | Royalty Pharma Plc | Stock | Health Care | |
| PRTY | Party City Holdco | Stock | Consumer Discretionary |
Morgan Stanley Global Risk Profiles
| Mean Deviation | 0.8932 | |||
| Semi Deviation | 1.1 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.41 |
Morgan Stanley Against Markets
Other Information on Investing in Morgan Mutual Fund
Morgan Stanley financial ratios help investors to determine whether Morgan 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 Morgan with respect to the benefits of owning Morgan Stanley security.
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