Asia Opportunity Portfolio Fund Quote
| MSAQX Fund | USD 21.90 0.08 0.37% |
Performance10 of 100
| Odds Of DistressLess than 20
|
Asia Opportunity is trading at 21.90 as of the 26th of November 2024; that is 0.37 percent increase since the beginning of the trading day. The fund's open price was 21.82. Asia Opportunity has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat ok performance during the last 90 days. Equity ratings for Asia Opportunity Portfolio 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.
Under normal market conditions, the Adviser seeks to achieve the funds investment objective by investing primarily in equity securities of issuers located in Asia, excluding Japan. In selecting securities for investment, the Adviser seeks high quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. More on Asia Opportunity Portfolio
Moving together with Asia Mutual Fund
| 0.79 | TEMUX | Emerging Markets Equity | PairCorr |
| 0.69 | MLMAX | Global E Portfolio | PairCorr |
| 0.69 | MLMCX | Global E Portfolio | PairCorr |
Moving against Asia Mutual Fund
Asia Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, Pacific/Asia ex-Japan Stk Funds, Pacific/Asia ex-Japan Stk, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Asia Opportunity Portfolio [MSAQX] is traded in USA and was established 26th of November 2024. Asia Opportunity is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Pacific/Asia ex-Japan Stk category and is part of Morgan Stanley family. This fund now has accumulated 199.91 M in assets with minimum initial investment of 5 M. Asia Opportunity Por is currently producing year-to-date (YTD) return of 20.49% with the current yeild of 0.0%, while the total return for the last 3 years was -6.62%.
Check Asia 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 Asia 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 Asia 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 Asia 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 Asia Opportunity Portfolio Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| HTHT | Huazhu Group | Stock | Consumer Discretionary | |
| TAL | TAL Education Group | Stock | Consumer Discretionary | |
| TCOM | Trip Group Ltd | Stock | Consumer Discretionary | |
| HDB | HDFC Bank Limited | Stock | Financials |
Asia Opportunity Por Risk Profiles
| Mean Deviation | 1.26 | |||
| Semi Deviation | 1.53 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.08 |
Asia Opportunity Against Markets
Other Information on Investing in Asia Mutual Fund
Asia Opportunity financial ratios help investors to determine whether Asia 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 Asia with respect to the benefits of owning Asia Opportunity security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |