Morgan Stanley European Fund Quote
| EUGDX Fund | USD 27.77 0.30 1.07% |
Performance15 of 100
| Odds Of DistressLess than 18
|
Morgan Stanley is trading at 27.77 as of the 1st of February 2025; that is 1.07 percent decrease since the beginning of the trading day. The fund's open price was 28.07. Morgan Stanley has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
Under normal market conditions, the Adviser seeks to achieve the funds investment objective by investing primarily in high quality established and emerging companies located in Europe that the investment team believes are undervalued at the time of purchase. More on Morgan Stanley European
Moving together with Morgan Mutual Fund
Morgan Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, Europe Stock Funds, Europe Stock, Morgan Stanley (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Morgan Stanley European [EUGDX] is traded in USA and was established 1st of February 2025. Morgan Stanley is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Europe Stock category and is part of Morgan Stanley family. This fund currently has accumulated 163.54 M in assets under management (AUM) with no minimum investment requirementsMorgan Stanley European is currently producing year-to-date (YTD) return of 7.93%, while the total return for the last 3 years was 0.88%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Morgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Morgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Morgan Stanley European Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Morgan Stanley European Mutual Fund Constituents
| CLPBF | Coloplast AS | Pink Sheet | Medical Instruments & Supplies | |
| GBERF | Geberit AG | Pink Sheet | Building Products & Equipment | |
| ASAZF | ASSA ABLOY AB | Pink Sheet | Security & Protection Services | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| ASMLF | ASML Holding NV | Pink Sheet | Semiconductor Equipment & Materials | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| EVO | Evotec SE ADR | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Morgan Stanley European Risk Profiles
| Mean Deviation | 0.6754 | |||
| Semi Deviation | 0.7474 | |||
| Standard Deviation | 0.9147 | |||
| Variance | 0.8367 |
Morgan Stanley Against Markets
Other Information on Investing in Morgan Mutual Fund
Morgan Stanley financial ratios help investors to determine whether Morgan 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 Morgan with respect to the benefits of owning Morgan Stanley security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |