Global Franchise Portfolio Fund Quote
| MSFAX Fund | USD 38.27 0.23 0.60% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Global Franchise is trading at 38.27 as of the 26th of November 2024; that is 0.60 percent increase since the beginning of the trading day. The fund's open price was 38.04. Global Franchise 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 Franchise Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of January 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests in securities of issuers from at least three different countries, which may include the United States. The Adviser andor Sub-Adviser seek to invest in high quality companies they believe have strong business franchises, strong cash flows, modest capital requirements, strong balance sheets, capable management, and that typically return cash to shareholders.. More on Global Franchise Portfolio
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Global Franchise Portfolio [MSFAX] is traded in USA and was established 26th of November 2024. Global Franchise is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Morgan Stanley family. This fund now has accumulated 2.97 B in assets with minimum initial investment of 5 M. Global Franchise Por is currently producing year-to-date (YTD) return of 10.71% with the current yeild of 0.01%, while the total return for the last 3 years was 3.86%.
Check Global Franchise 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 Franchise 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 Franchise Portfolio Mutual Fund Constituents
| ZTS | Zoetis Inc | Stock | Health Care | |
| MO | Altria Group | Stock | Consumer Staples | |
| ACN | Accenture plc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology |
Global Franchise Por Risk Profiles
| Mean Deviation | 0.4375 | |||
| Semi Deviation | 0.4696 | |||
| Standard Deviation | 0.5407 | |||
| Variance | 0.2923 |
Global Franchise Against Markets
Other Information on Investing in Global Mutual Fund
Global Franchise 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 Franchise security.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |