Growth Portfolio Financial Statements From 2010 to 2024
| MSGUX Fund | USD 42.74 0.75 1.72% |
Check Growth Portfolio financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Growth Portfolio's main balance sheet or income statement drivers, such as , as well as many indicators such as . GROWTH financial statements analysis is a perfect complement when working with Growth Portfolio Valuation or Volatility modules.
GROWTH |
Growth Portfolio Class Mutual Fund One Year Return Analysis
Growth Portfolio's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Growth Portfolio One Year Return | 57.53 % |
Most of Growth Portfolio's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Growth Portfolio Class is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Growth Portfolio Class has an One Year Return of 57%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Growth Portfolio Class Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Growth Portfolio's current stock value. Our valuation model uses many indicators to compare Growth Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Growth Portfolio competition to find correlations between indicators driving Growth Portfolio's intrinsic value. More Info.Growth Portfolio Class is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.66 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Growth Portfolio's earnings, one of the primary drivers of an investment's value.About Growth Portfolio Financial Statements
Growth Portfolio investors use historical fundamental indicators, such as Growth Portfolio's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Growth Portfolio. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its total assets in foreign securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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