Morgan Stanley Competition

IIF Fund

USD 24.59 0.01 0.04%

Morgan Stanley India competes with Morgan Stanley, Nuveen Nwq, T Rowe, Templeton Emerging, and Special Opportunities; as well as few others. The fund is not classified under any group at the present time. Analyzing Morgan Stanley competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Morgan Stanley to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Morgan Stanley Correlation with its peers.

For more detail on how to invest in Morgan Fund please use our How to Invest in Morgan Stanley guide.

Morgan Stanley vs Rivernorth Opportunities Correlation

Excellent diversification

The correlation between Morgan Stanley India and RIV is -0.56 (i.e., Excellent diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Morgan Stanley India and RIV in the same portfolio, assuming nothing else is changed.

Moving against Morgan Fund

0.6	TEPAX	American Funds Tax	Pair Corr
0.58	FKIQX	Franklin Income	Pair Corr
0.57	KAMIX	Kensington Managed Income	Pair Corr
0.56	LIRAX	Blackrock Lfpth Idx	Pair Corr
0.56	RPISX	T Rowe Price	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
23.76	24.59	25.42

Details

Intrinsic

Valuation

Low	Real	High
23.70	24.53	25.36

Details

Morgan Stanley Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Morgan Stanley and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Morgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Morgan Stanley India does not affect the price movement of the other competitor.

	CAF	NSCCX	TRRUX	EMF	SPE	OPP	JCE	FMPFX	RIV
CAF		0.92	0.92	0.87	0.91	0.53	0.86	0.83	0.86	CAF
NSCCX	0.92		0.93	0.84	0.91	0.49	0.86	0.91	0.91	NSCCX
TRRUX	0.92	0.93		0.88	0.93	0.63	0.88	0.83	0.89	TRRUX
EMF	0.87	0.84	0.88		0.9	0.74	0.74	0.65	0.88	EMF
SPE	0.91	0.91	0.93	0.9		0.61	0.87	0.84	0.92	SPE
OPP	0.53	0.49	0.63	0.74	0.61		0.42	0.28	0.58	OPP
JCE	0.86	0.86	0.88	0.74	0.87	0.42		0.88	0.87	JCE
FMPFX	0.83	0.91	0.83	0.65	0.84	0.28	0.88		0.83	FMPFX
RIV	0.86	0.91	0.89	0.88	0.92	0.58	0.87	0.83		RIV
	CAF	NSCCX	TRRUX	EMF	SPE	OPP	JCE	FMPFX	RIV

Risk-Adjusted Indicators

There is a big difference between Morgan Fund performing well and Morgan Stanley Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Morgan Stanley's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
CAF	0.87	0.11	0.05	0.44	0.81	(1.07)	2.28	(1.65)	6.75
NSCCX	1.06	0.25	0.24	0.31	0.68	(1.27)	2.64	(1.78)	14.57
TRRUX	0.28	0.07	0.03	0.31	0.00	(0.37)	0.57	(0.42)	4.52
EMF	0.94	0.25	0.19	0.64	0.69	(1.07)	2.05	(1.60)	5.66
SPE	0.47	0.04	(0.02)	0.18	0.63	(0.48)	0.76	(0.78)	4.57
OPP	0.34	0.01	(0.11)	0.17	0.44	(0.36)	0.64	(0.76)	2.43
JCE	0.59	(0.01)	(0.06)	0.08	0.70	(0.61)	1.28	(1.19)	3.55
FMPFX	1.01	0.02	0.02	0.11	1.05	(1.14)	2.34	(1.78)	6.65
RIV	0.47	0.08	0.05	0.29	0.31	(0.56)	1.00	(0.82)	2.96

Morgan Stanley Competitive Analysis

The better you understand Morgan Stanley competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Morgan Stanley's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Morgan Stanley's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	IIF	CAF	NSCCX	TRRUX	EMF	SPE	OPP	JCE	FMPFX	RIV
	0.04 24.59 Morgan	0.17 18.19 Morgan	0.18 39.57 Nuveen	0.08 12.61 TRRUX	1.70 20.29 Templeton	0.07 15.06 Special	0.13 7.96 RiverNorthDoubleLine	0.31 15.93 Nuveen	0.74 38.97 Nuveen	0.41 12.11 Rivernorth
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weakest	Good	Solid	Solid	Solid	Fair	Soft	Mild	Fair	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Buy	Strong Sell	Strong Buy	Strong Hold	Cautious Hold	Hold	Strong Hold	Strong Buy
Net Asset	N/A	N/A	275.01 M	252.63 M	N/A	N/A	N/A	N/A	128.25 M	N/A
Minimum Initial Investment	N/A	N/A	N/A	2.5 K	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	0.94	N/A	1.8	1.96	0.67	0.74	N/A	N/A	N/A	N/A
Five Year Return	9.43	-2.36	10.87	4.68	6.78	8.53	3.31	13.24	2.97	7.72
One Year Return	1.6	36.04	13.06	10.49	65.08	9.3	10.4	14.23	8.65	14.81
Last Dividend Paid	0.27	1.34	N/A	0.15	0.41	1.32	1.77	1.58	N/A	2.04
Price To Earning	20.94	N/A	19.44	17.03	4.55	9.98	6.11	3.34	N/A	6.82
Beta	0.84	1.01	N/A	N/A	0.88	1.07	0.09	1.16	N/A	0.4
Price To Sales	149.5	N/A	1.06	1.45	28.94	32.06	N/A	N/A	N/A	N/A
Cash Position Weight	N/A	N/A	1.23	8.13	N/A	N/A	N/A	N/A	1.06	N/A
Equity Positions Weight	N/A	N/A	98.77	35.92	N/A	N/A	N/A	N/A	98.94	N/A
Three Year Return	13.46	6.07	14.12	9.35	24.97	16.12	10.07	20.06	13.1	13.02
Annual Yield	0.0111	0.0314	N/A	0.0354	0.0216	0.005	0.0051	0.0215	N/A	0.0065
Year To Date Return	0.0358	3.62	9.01	2.03	13.65	1.46	0.93	0.24	1.12	0.87
Bond Positions Weight	N/A	N/A	N/A	53.72	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	N/A	7.4	N/A	N/A	N/A	N/A	N/A	12.06	N/A
Day Typical Price	24.55	18.24	39.57	12.61	20.2	15.07	7.97	15.96	38.97	12.1
Accumulation Distribution	417.91	2259.34	N/A	N/A	755.94	413.25	962.59	212.86	N/A	781.21
Daily Balance Of Power	(0.04)	0.0714	0	9.2 T	1.096774	0.0833	0.1667	(0.56)	0	0.7143
Period Momentum Indicator	(0.01)	0.03	(0.07)	0.01	0.34	0.01	0.01	(0.05)	(0.29)	0.05
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.02	1.0	1.0	1.0	0.99	1.0
Day Median Price	24.53	18.27	39.57	12.61	20.16	15.07	7.97	15.98	38.97	12.1
Price Action Indicator	0.06	(0.07)	(0.04)	0.005	0.3	(0.01)	(0.01)	(0.07)	(0.14)	0.04
Coefficient Of Variation	(4,161)	786.53	515.5	482.21	392.62	714.72	1258.47	1403.17	1021.84	459.12
Mean Deviation	0.5669	0.8728	1.06	0.2772	0.9414	0.4673	0.3361	0.5919	1.01	0.4702
Jensen Alpha	(0.06)	0.1106	0.2516	0.072	0.2549	0.0379	0.0117	(0.01)	0.0211	0.0809
Total Risk Alpha	(0.12)	0.001	0.1352	0.0385	0.1556	0.0044	(0.03)	(0.05)	(0.04)	0.0495
Sortino Ratio	N/A	0.0473	0.2427	0.0272	0.1927	(0.02)	(0.11)	(0.06)	0.0223	0.0457
Downside Variance	N/A	0.9731	1.21	0.1092	1.13	0.6558	0.3525	0.6058	1.43	0.3313
Standard Deviation	0.8084	1.18	1.91	0.5419	1.21	0.652	0.4487	0.7594	1.33	0.5954
Kurtosis	5.2	1.56	24.68	33.37	0.5232	3.81	1.17	(0.13)	1.97	0.3784
Potential Upside	0.9438	2.28	2.64	0.5659	2.05	0.7628	0.6435	1.28	2.34	1.0
Treynor Ratio	(0.08)	0.4437	0.3102	0.3142	0.6447	0.1753	0.1721	0.0761	0.1133	0.2883
Maximum Drawdown	4.47	6.75	14.57	4.52	5.66	4.57	2.43	3.55	6.65	2.96
Variance	0.6535	1.39	3.64	0.2937	1.46	0.4251	0.2013	0.5766	1.77	0.3545
Market Risk Adjusted Performance	(0.07)	0.4537	0.3202	0.3242	0.6547	0.1853	0.1821	0.0861	0.1233	0.2983
Risk Adjusted Performance	(0.02)	0.1041	0.1596	0.1597	0.2053	0.1087	0.0553	0.056	0.0816	0.1693
Skewness	1.15	0.6933	4.0	4.89	0.5109	(0.67)	(0.73)	0.1102	0.5709	0.2368
Semi Deviation	N/A	0.8105	0.6762	0.0	0.6871	0.6307	0.4366	0.6995	1.05	0.3134
Information Ratio	(0.15)	0.0395	0.1398	0.0166	0.1692	(0.02)	(0.15)	(0.06)	0.0201	0.0442
Value At Risk	(0.95)	(1.65)	(1.78)	(0.42)	(1.60)	(0.78)	(0.76)	(1.19)	(1.78)	(0.82)
Expected Short fall	N/A	(1.07)	(1.27)	(0.37)	(1.07)	(0.48)	(0.36)	(0.61)	(1.14)	(0.56)
Downside Deviation	N/A	0.9865	1.1	0.3304	1.06	0.8098	0.5937	0.7783	1.2	0.5756
Semi Variance	N/A	0.6569	0.4573	(0.06)	0.4722	0.3978	0.1906	0.4893	1.09	0.0982

Morgan Stanley Competition Performance Charts

Five steps to successful analysis of Morgan Stanley Competition

Morgan Stanley's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Morgan Stanley India in relation to its competition. Morgan Stanley's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Morgan Stanley in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Morgan Stanley's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Morgan Stanley India, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Morgan Stanley position

In addition to having Morgan Stanley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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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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