Mid Cap is trading at 22.28 as of the 22nd of November 2024; that is 2.58 percent up since the beginning of the trading day. The fund's open price was 21.72. Mid Cap has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Mid Cap Growth 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.
Under normal circumstances, the adviser seeks to achieve the funds investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell Midcap Growth Index. The adviser typically invests in unique companies it believes have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive riskreward.. More on Mid Cap Growth
Mid Cap Growth [MPEGX] is traded in USA and was established 22nd of November 2024. Mid Cap is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Morgan Stanley family. This fund now has accumulated 1.04 B in assets with minimum initial investment of 5 M. Mid Cap Growth is currently producing year-to-date (YTD) return of 32.54%, while the total return for the last 3 years was -17.35%.
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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 Mid 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 Mid 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 Mid Cap Growth 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.
Mid Cap financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Cap security.
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance