Growth Portfolio Class Fund Quote
| MSHLX Fund | USD 45.20 0.79 1.78% |
Performance25 of 100
| Odds Of DistressLess than 12
|
Growth Portfolio is trading at 45.20 as of the 23rd of November 2024; that is 1.78 percent up since the beginning of the trading day. The fund's open price was 44.41. Growth Portfolio has less than a 12 % 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 Growth Portfolio Class are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its total assets in foreign securities. More on Growth Portfolio Class
Moving together with Growth Mutual Fund
| 0.86 | MLMCX | Global E Portfolio | PairCorr |
| 0.87 | MLNSX | Global Centrated Por | PairCorr |
| 0.87 | MLMIX | Global E Portfolio | PairCorr |
Moving against Growth Mutual Fund
Growth Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Large Growth Funds, Large Growth, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2020 |
| Fiscal Year End | December |
Growth Portfolio Class [MSHLX] is traded in USA and was established 23rd of November 2024. Growth Portfolio is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Morgan Stanley family. This fund now has accumulated 13.84 B in assets with no minimum investment requirementsGrowth Portfolio Class is currently producing year-to-date (YTD) return of 35.03%, while the total return for the last 3 years was -13.67%.
Check Growth Portfolio 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 Growth 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 Growth 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 Growth Portfolio Class 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 Growth Portfolio Class Mutual Fund Constituents
| TWLO | Twilio Inc | Stock | Information Technology | |
| CVNA | Carvana Co | Stock | Consumer Discretionary | |
| TTD | Trade Desk | Stock | Information Technology | |
| SPGI | SP Global | Stock | Financials | |
| DXCM | DexCom Inc | Stock | Health Care | |
| ECL | Ecolab Inc | Stock | Materials | |
| NOW | ServiceNow | Stock | Information Technology | |
| SNOW | Snowflake | Stock | Information Technology |
Growth Portfolio Class Risk Profiles
| Mean Deviation | 1.31 | |||
| Semi Deviation | 0.7361 | |||
| Standard Deviation | 1.71 | |||
| Variance | 2.94 |
Growth Portfolio Against Markets
Other Information on Investing in Growth Mutual Fund
Growth Portfolio financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Portfolio security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |