Morgan Stanley Insti Fund Quote
| MIOLX Fund | USD 27.53 0.09 0.33% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Morgan Stanley is trading at 27.53 as of the 6th of February 2025; that is 0.33 percent up since the beginning of the trading day. The fund's open price was 27.44. Morgan Stanley has less than a 19 % 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. The performance scores are derived for the period starting the 7th of January 2025 and ending today, the 6th of February 2025. Click here to learn more.
The fund invests primarily in established and emerging companies on an international basis, with capitalizations within the range of companies included in the MSCI All Country World ex USA Index. It invests primarily in securities of companies located in Europe, Japan, Asia, the Pacific Basin, Latin America, the Middle East and Africa. More on Morgan Stanley Insti
Morgan Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 11th of May 2020 |
| Fiscal Year End | December |
Morgan Stanley Insti [MIOLX] is traded in USA and was established 6th of February 2025. Morgan Stanley is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Morgan Stanley family. This fund now has accumulated 3.26 B in assets with no minimum investment requirementsMorgan Stanley Insti is currently producing year-to-date (YTD) return of 5.55%, while the total return for the last 3 years was -1.02%.
Check Morgan Stanley Probability Of Bankruptcy
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 Insti 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 Insti Mutual Fund Constituents
| HESAF | Hermes International SCA | Pink Sheet | Luxury Goods | |
| HTHT | Huazhu Group | Stock | Consumer Discretionary | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| DSDVF | DSV Panalpina AS | Pink Sheet | Integrated Freight & Logistics | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| EVO | Evotec SE ADR | Stock | Health Care | |
| FQVTF | Fevertree Drinks Plc | Pink Sheet | Beverages—Non-Alcoholic |
Morgan Stanley Insti Risk Profiles
| Mean Deviation | 0.6304 | |||
| Semi Deviation | 0.8807 | |||
| Standard Deviation | 0.8565 | |||
| Variance | 0.7336 |
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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