Morgan Stanley China Fund Manager Performance Evaluation
| CAF Fund | USD 12.49 0.07 0.56% |
The fund secures a Beta (Market Risk) of -0.2, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Morgan Stanley are expected to decrease at a much lower rate. During the bear market, Morgan Stanley is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley China are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly unsteady basic indicators, Morgan Stanley may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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| Expense Ratio | 1.7500 |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 1,169 in Morgan Stanley China on September 1, 2024 and sell it today you would earn a total of 80.00 from holding Morgan Stanley China or generate 6.84% return on investment over 90 days. Morgan Stanley China is generating 0.1457% of daily returns assuming volatility of 2.8669% on return distribution over 90 days investment horizon. In other words, 25% of funds are less volatile than Morgan, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Morgan Stanley Current Valuation
Overvalued
Today
Please note that Morgan Stanley's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Morgan Stanley China secures a last-minute Real Value of $11.73 per share. The latest price of the fund is $12.49. We determine the value of Morgan Stanley China from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Morgan fund is determined by what a typical buyer is willing to pay for full or partial control of Morgan Stanley China. Since Morgan Stanley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morgan Fund. However, Morgan Stanley's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.49 | Real 11.73 | Hype 12.46 | Naive 11.4 |
The real value of Morgan Fund, also known as its intrinsic value, is the underlying worth of Morgan Stanley China Fund, which is reflected in its stock price. It is based on Morgan Stanley's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Morgan Stanley's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Morgan Stanley China helps investors to forecast how Morgan fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Morgan Stanley more accurately as focusing exclusively on Morgan Stanley's fundamentals will not take into account other important factors: Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Morgan Stanley China, and traders can use it to determine the average amount a Morgan Stanley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0508
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | CAF | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.87 actual daily | 25 75% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Morgan Stanley is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morgan Stanley by adding it to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Fund prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Fund performance.
| Shares Outstanding | 21.88 M | ||||
| Total Asset | 304.94 M | ||||
| Retained Earnings | (423 K) | ||||
About Morgan Stanley Performance
By analyzing Morgan Stanley's fundamental ratios, stakeholders can gain valuable insights into Morgan Stanley's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Morgan Stanley has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Morgan Stanley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Morgan Stanley China A Share Fund, Inc. is a closed ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. It is co-managed by Morgan Stanley Investment Management Company. The fund invests in the public equity markets of China. It seeks to invest in the stocks of companies operating across diversified sectors. The fund invests in the growth stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Morgan Stanley Capital International China A Share Index. Morgan Stanley China A Share Fund, Inc. was formed on July 6, 2006 and is domiciled in the United States.Things to note about Morgan Stanley China performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Morgan Stanley China help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Morgan Stanley China generated five year return of -5.0% |
- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's fund. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morgan Fund
Morgan Stanley financial ratios help investors to determine whether Morgan 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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