Global Opportunity Portfolio Fund Quote
| MSOPX Fund | USD 33.28 0.01 0.03% |
Performance18 of 100
| Odds Of DistressLess than 9
|
Global Opportunity is trading at 33.28 as of the 27th of November 2024; that is 0.03 percent decrease since the beginning of the trading day. The fund's open price was 33.29. Global Opportunity has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Global Opportunity Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of May 2023 and ending today, the 27th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. 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 Global Opportunity 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 (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Global Opportunity Portfolio [MSOPX] is traded in USA and was established 27th of November 2024. Global Opportunity 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 2.75 B in assets with no minimum investment requirementsGlobal Opportunity is currently producing year-to-date (YTD) return of 29.28%, while the total return for the last 3 years was 2.09%.
Check Global 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 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 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 Global Opportunity Portfolio Mutual Fund Constituents
| EPAM | EPAM Systems | Stock | Information Technology | |
| DSDVF | DSV Panalpina AS | Pink Sheet | Integrated Freight & Logistics | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| UBER | Uber Technologies | Stock | Industrials | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
Global Opportunity Risk Profiles
| Mean Deviation | 0.6871 | |||
| Semi Deviation | 0.6992 | |||
| Standard Deviation | 0.9026 | |||
| Variance | 0.8147 |
Global Opportunity Against Markets
Other Information on Investing in Global Mutual Fund
Global Opportunity 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 Opportunity security.
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