International Opportunity Portfolio Fund Quote
| MIOPX Fund | USD 29.09 0.31 1.05% |
Performance6 of 100
| Odds Of DistressLess than 21
|
International Opportunity is trading at 29.09 as of the 1st of February 2025; that is 1.05% down since the beginning of the trading day. The fund's open price was 29.4. International Opportunity has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st 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 International Opportunity Portfolio
Moving together with International Mutual Fund
International 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 | 28th of April 2023 |
| Fiscal Year End | December |
International Opportunity Portfolio [MIOPX] is traded in USA and was established 1st of February 2025. International Opportunity 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 1.23 B in assets with no minimum investment requirementsInternational Opportunity is currently producing year-to-date (YTD) return of 4.76%, while the total return for the last 3 years was 0.18%.
Check International Opportunity 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 International 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 International 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 International Opportunity Portfolio 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 International Opportunity Portfolio 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 |
International Opportunity Top Holders
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity | |
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
International Opportunity Risk Profiles
| Mean Deviation | 0.6148 | |||
| Semi Deviation | 0.8358 | |||
| Standard Deviation | 0.8453 | |||
| Variance | 0.7146 |
International Opportunity Against Markets
Other Information on Investing in International Mutual Fund
International Opportunity financial ratios help investors to determine whether International 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 International with respect to the benefits of owning International Opportunity security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |