Global E Portfolio Fund Quote
| MLMSX Fund | USD 21.45 0.01 0.05% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Global Core is trading at 21.45 as of the 22nd of November 2024; that is 0.05 percent down since the beginning of the trading day. The fund's open price was 21.46. Global Core has about a 20 % 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. Equity ratings for Global E Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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. More on Global E Portfolio
Moving together with Global Mutual Fund
Moving against Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Morgan Stanley, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Global E Portfolio [MLMSX] is traded in USA and was established 22nd of November 2024. Global Core is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Morgan Stanley family. This fund now has accumulated 13.18 M in assets with no minimum investment requirementsGlobal E Portfolio is currently producing year-to-date (YTD) return of 25.71% with the current yeild of 0.01%, while the total return for the last 3 years was 5.52%.
Check Global Core 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 Global 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 Global 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 Global E 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 Global E Portfolio Mutual Fund Constituents
| AMP | Ameriprise Financial | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| NTRS | Northern Trust | Stock | Financials | |
| ABB | Drone Delivery Canada | Stock | Industrials | |
| UBS | UBS Group AG | Stock | Financials | |
| VMW | VMware Inc | Stock | Information Technology | |
| ITW | Illinois Tool Works | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Global E Portfolio Risk Profiles
| Mean Deviation | 0.6079 | |||
| Semi Deviation | 0.7042 | |||
| Standard Deviation | 0.8402 | |||
| Variance | 0.7059 |
Global Core Against Markets
Other Information on Investing in Global Mutual Fund
Global Core 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 Core security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |