Global Concentrated Financials
| MLNCX Fund | USD 23.14 0.06 0.26% |
Global |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Global Concentrated Fund Summary
Global Concentrated competes with Morgan Stanley, Growth Portfolio, Virtus Kar, and Blackrock Science. The Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories momentumrisk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.Specialization | World Large-Stock Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Morgan Stanley Institutional |
| Mutual Fund Family | Morgan Stanley |
| Mutual Fund Category | World Large-Stock Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 548 7786 |
| Currency | USD - US Dollar |
Global Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Concentrated's current stock value. Our valuation model uses many indicators to compare Global Concentrated value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Concentrated competition to find correlations between indicators driving Global Concentrated's intrinsic value. More Info.Global Centrated Portfolio 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 1.16 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 Global Concentrated's earnings, one of the primary drivers of an investment's value.Global Centrated Por Systematic Risk
Global Concentrated's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Global Concentrated volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Global Centrated Por correlated with the market. If Beta is less than 0 Global Concentrated generally moves in the opposite direction as compared to the market. If Global Concentrated Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Global Centrated Por is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Global Concentrated is generally in the same direction as the market. If Beta > 1 Global Concentrated moves generally in the same direction as, but more than the movement of the benchmark.
Global Concentrated November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Global Concentrated help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Global Centrated Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Global Centrated Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing Global Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Global Concentrated's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8914 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.38 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.39 |
Other Information on Investing in Global Mutual Fund
Global Concentrated financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Concentrated security.
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