Growth Portfolio Competition

MSEQX Fund

USD 63.95 0.63 0.99%

Growth Portfolio Class competes with Goldman Sachs, Small Cap, Small Cap, Simt Tax-managed, and Simt Tax-managed; as well as few others. The fund is listed under Large Growth category and is part of Morgan Stanley family. Analyzing Growth Portfolio 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 Growth Portfolio to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Growth Portfolio Correlation with its peers.

Growth Portfolio vs Oppenheimer Rochester Correlation

Very good diversification

The correlation between Growth Portfolio Class and RMUNX is -0.39 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Growth Portfolio Class and RMUNX in the same portfolio, assuming nothing else is changed.

Moving against Growth Mutual Fund

0.45	TEMUX	Emerging Markets Equity	Pair Corr
0.44	TILUX	Inflation Linked Fixed	Pair Corr
0.34	TIFUX	International Fixed	Pair Corr
0.34	TIIUX	Core Fixed Income	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
62.09	63.93	65.77

Details

Intrinsic

Valuation

Low	Real	High
62.65	64.49	66.33

Details

Growth Portfolio Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Growth Portfolio 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 Growth 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 Growth Portfolio Class does not affect the price movement of the other competitor.

	GSSIX	ANONX	ANOIX	TMLCX	STLYX	OIGIX	SGGDX	BALPX	FEGOX	RMUNX
GSSIX		0.76	0.93	0.91	0.91	-0.96	0.88	0.92	0.89	-0.03	GSSIX
ANONX	0.76		0.87	0.88	0.88	-0.62	0.71	0.8	0.77	-0.04	ANONX
ANOIX	0.93	0.87		0.93	0.93	-0.86	0.84	0.93	0.87	-0.05	ANOIX
TMLCX	0.91	0.88	0.93		1.0	-0.78	0.88	0.84	0.9	0.04	TMLCX
STLYX	0.91	0.88	0.93	1.0		-0.78	0.88	0.84	0.9	0.04	STLYX
OIGIX	-0.96	-0.62	-0.86	-0.78	-0.78		-0.76	-0.9	-0.76	0.15	OIGIX
SGGDX	0.88	0.71	0.84	0.88	0.88	-0.76		0.81	0.97	-0.06	SGGDX
BALPX	0.92	0.8	0.93	0.84	0.84	-0.9	0.81		0.82	-0.17	BALPX
FEGOX	0.89	0.77	0.87	0.9	0.9	-0.76	0.97	0.82		-0.03	FEGOX
RMUNX	-0.03	-0.04	-0.05	0.04	0.04	0.15	-0.06	-0.17	-0.03		RMUNX
	GSSIX	ANONX	ANOIX	TMLCX	STLYX	OIGIX	SGGDX	BALPX	FEGOX	RMUNX

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High positive correlations

STLYX	+ 1.0	TMLCX
FEGOX	+ 0.97	SGGDX
ANOIX	+ 0.93	GSSIX
TMLCX	+ 0.93	ANOIX
STLYX	+ 0.93	ANOIX
BALPX	+ 0.93	ANOIX

High negative correlations

OIGIX	- 0.96	GSSIX
BALPX	- 0.9	OIGIX
OIGIX	- 0.86	ANOIX
OIGIX	- 0.78	STLYX
OIGIX	- 0.78	TMLCX
FEGOX	- 0.76	OIGIX

Risk-Adjusted Indicators

There is a big difference between Growth Mutual Fund performing well and Growth Portfolio Mutual 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 Growth Portfolio'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
GSSIX	1.24	0.40	0.49	0.31	0.06	(1.56)	2.84	(1.45)	24.57
ANONX	0.93	(0.02)	0.00	0.07	1.03	(1.02)	2.09	(1.80)	4.44
ANOIX	1.05	0.12	0.10	0.19	0.93	(1.22)	2.09	(1.76)	9.54
TMLCX	0.51	0.03	0.01	0.13	0.53	(0.55)	1.15	(0.94)	3.23
STLYX	0.51	0.03	0.01	0.13	0.53	(0.55)	1.15	(0.94)	3.24
OIGIX	1.25	(0.42)	0.00	4.60	0.00	0.00	1.45	(1.58)	32.87
SGGDX	1.90	0.67	0.17	(1.96)	2.71	(2.12)	4.45	(3.24)	18.20
BALPX	0.15	0.02	(0.25)	2.65	0.00	(0.22)	0.31	(0.31)	1.32
FEGOX	1.87	0.52	0.16	0.58	2.72	(2.10)	4.45	(3.27)	18.19
RMUNX	0.11	(0.01)	(0.45)	0.36	0.13	(0.15)	0.21	(0.28)	1.04

Growth Portfolio Competitive Analysis

The better you understand Growth Portfolio competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Growth Portfolio'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 Growth Portfolio'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

	MSEQX	GSSIX	ANONX	ANOIX	TMLCX	STLYX	OIGIX	SGGDX	BALPX	FEGOX
	0.99 63.95 Growth	0.14 42.45 Goldman	0.21 24.07 Small	0.18 22.75 Small	0.24 42.02 Simt	0.24 42.03 Simt	0.04 25.81 Oppenheimer	4.97 68.06 First	0.20 9.87 Blckrk	0.28 61.24 First
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Weakest	Good	Fair	Good	Good	Good	Weakest	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Over 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)	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Hold	Strong Sell	Sell	Strong Buy
Net Asset	4.08 B	869.43 M	4.89 B	4.91 B	4.35 B	4.15 B	24.42 B	5.49 B	4.72 B	5.84 B
Minimum Initial Investment	5 M	1000 K	N/A	N/A	100 K	N/A	N/A	2.5 K	N/A	N/A
Price To Book	7.9	1.95	2.81	3.41	2.25	N/A	3.07	1.45	3.16	1.54
Five Year Return	0.51	8.94	3.49	2.08	12.67	12.11	2.04	26.2	3.26	22.73
One Year Return	9.52	15.09	6.18	5.7	15.79	16.42	14.75	100.0	6.4	100.0
Last Dividend Paid	N/A	N/A	N/A	N/A	0.07	0.09	0.14	0.2	0.02	0.11
Price To Earning	34.15	3.15	24.15	26.37	17.42	N/A	19.72	32.53	25.04	31.32
Price To Sales	5.37	1.31	1.38	1.69	1.29	N/A	1.51	3.28	1.86	3.47
Cash Position Weight	5.44	0.93	4.0	4.0	1.35	0.58	1.03	6.84	55.48	4.86
Equity Positions Weight	94.14	99.07	96.0	96.0	98.65	99.42	98.97	67.42	39.46	73.38
Three Year Return	30.62	10.27	11.58	11.04	15.44	15.72	9.5	45.51	4.5	41.96
Annual Yield	N/A	0.0052	N/A	N/A	0.0065	0.0086	0.0086	0.0108	0.034	0.0063
Year To Date Return	0.39	7.68	3.09	3.73	2.41	3.1	2.22	26.0	0.71	13.43
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.25	N/A
Ten Year Return	20.18	7.91	13.77	13.55	11.23	11.37	7.48	-0.78	9.15	-1.55
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	0	0	0	9.2 T	9.2 T	9.2 T
Day Typical Price	63.95	42.45	24.07	22.75	42.02	42.03	25.81	68.06	9.87	61.24
Period Momentum Indicator	0.63	0.06	0.05	0.04	(0.10)	(0.10)	(0.01)	3.22	0.02	0.17
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.0	1.05	1.0	1.0
Day Median Price	63.95	42.45	24.07	22.75	42.02	42.03	25.81	68.06	9.87	61.24
Price Action Indicator	0.32	0.03	0.025	0.02	(0.05)	(0.05)	(0.01)	1.61	0.01	0.085
Coefficient Of Variation	(1,021)	536.66	1354.1	724.94	662.38	656.56	(932.37)	421.0	669.4	445.31
Mean Deviation	1.47	1.24	0.9334	1.05	0.5123	0.5127	1.25	1.9	0.1531	1.87
Jensen Alpha	(0.30)	0.403	(0.02)	0.1152	0.0302	0.0312	(0.42)	0.6732	0.0221	0.5208
Total Risk Alpha	(0.39)	0.2386	(0.05)	0.0436	0.0212	0.0221	(0.84)	0.3609	1.0E-4	0.3234
Sortino Ratio	N/A	0.4923	(0)	0.1014	0.0085	0.0103	N/A	0.1675	(0.25)	0.156
Downside Variance	N/A	0.8909	1.36	1.41	0.4801	0.463	N/A	11.3	0.0593	11.3
Standard Deviation	1.9	2.99	1.23	1.54	0.6527	0.6544	3.92	2.76	0.2197	2.75
Kurtosis	0.4692	49.01	1.1	7.69	0.5233	0.5513	59.41	7.25	3.69	7.33
Potential Upside	3.0	2.84	2.09	2.09	1.15	1.15	1.45	4.45	0.3122	4.45
Treynor Ratio	(0.16)	0.3135	0.0676	0.1911	0.1254	0.1267	4.6	(1.96)	2.65	0.5816
Maximum Drawdown	7.72	24.57	4.44	9.54	3.23	3.24	32.87	18.2	1.32	18.19
Variance	3.63	8.94	1.52	2.38	0.426	0.4283	15.39	7.63	0.0483	7.55
Market Risk Adjusted Performance	(0.15)	0.3235	0.0776	0.2011	0.1354	0.1367	4.61	(1.95)	2.66	0.5916
Risk Adjusted Performance	(0.07)	0.1565	0.0626	0.1153	0.1186	0.1197	(0.08)	0.1973	0.0932	0.1869
Skewness	0.2315	6.54	0.3077	1.77	(0.32)	(0.32)	(7.52)	(1.74)	0.9569	(1.73)
Semi Deviation	N/A	0.0647	1.03	0.9272	0.5345	0.5343	N/A	2.71	0.0	2.72
Information Ratio	(0.15)	0.1554	(0)	0.0779	0.009	0.0108	(0.13)	0.204	(0.27)	0.1908
Value At Risk	(3.29)	(1.45)	(1.80)	(1.76)	(0.94)	(0.94)	(1.58)	(3.24)	(0.31)	(3.27)
Expected Short fall	N/A	(1.56)	(1.02)	(1.22)	(0.55)	(0.55)	N/A	(2.12)	(0.22)	(2.10)
Downside Deviation	N/A	0.9439	1.16	1.19	0.6929	0.6804	N/A	3.36	0.2436	3.36
Semi Variance	N/A	0.0042	1.07	0.8598	0.2857	0.2855	N/A	7.37	(0.01)	7.39

Growth Portfolio Competition Performance Charts

Five steps to successful analysis of Growth Portfolio Competition

Growth Portfolio'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 Growth Portfolio Class in relation to its competition. Growth Portfolio's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Growth Portfolio 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 Growth Portfolio's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Growth Portfolio Class, 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 Growth Portfolio position

In addition to having Growth Portfolio 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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Run Chemicals Makers Thematic Idea Now

Chemicals Makers

Companies developing chemicals for crops, soil as well as human, and animals. The Chemicals Makers theme has 15 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Chemicals Makers Theme or any other thematic opportunities.

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Other Information on Investing in Growth Mutual Fund

Growth Portfolio financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Portfolio security.

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