Morgan Stanley Institutional Fund Quote
| MAAQX Fund | USD 12.89 0.18 1.42% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Morgan Stanley is trading at 12.89 as of the 26th of November 2024; that is 1.42 percent increase since the beginning of the trading day. The fund's open price was 12.71. Morgan Stanley has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Morgan Stanley Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in equity securities within the Russell 1000 Index universe. From time to time, certain amounts of the funds investments will be total return swap transactions, the underlying assets of which may be long positions in Value stocks and long or short positions in Anti-Value stocks. More on Morgan Stanley Institutional
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Morgan Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Large Value Funds, Large Value, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
Morgan Stanley Institutional [MAAQX] is traded in USA and was established 26th of November 2024. Morgan Stanley is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Value category and is part of Morgan Stanley family. Morgan Stanley Insti now has accumulated 132.11 M in assets with minimum initial investment of 5 M. with the current yeild of 0.02%.
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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 Institutional 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 Institutional Mutual Fund Constituents
| AM | Antero Midstream Partners | Stock | Energy | |
| HLF | Herbalife Nutrition | Stock | Consumer Staples | |
| KMI | Kinder Morgan | Stock | Energy | |
| LUMN | Lumen Technologies | Stock | Communication Services | |
| MTG | MGIC Investment Corp | Stock | Financials | |
| NYCB | New York Community | Stock | Financials | |
| OKE | ONEOK Inc | Stock | Energy |
Morgan Stanley Insti Risk Profiles
| Mean Deviation | 0.6832 | |||
| Semi Deviation | 0.5497 | |||
| Standard Deviation | 0.9126 | |||
| Variance | 0.8328 |
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.
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