Morgan Stanley Institutional Fund Manager Performance Evaluation
| MABCX Fund | USD 10.09 0.00 0.00% |
The fund secures a Beta (Market Risk) of 0.0716, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Morgan Stanley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morgan Stanley is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley Institutional are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Morgan Stanley is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
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Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 972.00 in Morgan Stanley Institutional on September 2, 2024 and sell it today you would earn a total of 37.00 from holding Morgan Stanley Institutional or generate 3.81% return on investment over 90 days. Morgan Stanley Institutional is currently producing 0.0641% returns and takes up 0.5999% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Morgan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Morgan Stanley Current Valuation
Fairly Valued
Today
Please note that Morgan Stanley's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Morgan Stanley Insti secures a last-minute Real Value of $10.05 per share. The latest price of the fund is $10.09. Our model forecasts the value of Morgan Stanley Insti from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Morgan Stanley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morgan Mutual Fund. However, Morgan Stanley's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.09 | Real 10.05 | Hype 10.09 | Naive 10.06 |
The intrinsic value of Morgan Stanley's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Morgan Stanley's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Morgan Stanley Institutional helps investors to forecast how Morgan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Morgan Stanley more accurately as focusing exclusively on Morgan Stanley's fundamentals will not take into account other important factors: Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Morgan Stanley Institutional, and traders can use it to determine the average amount a Morgan Stanley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1068
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| Cash | MABCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Morgan Stanley is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morgan Stanley by adding it to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Mutual Fund performance.
About Morgan Stanley Performance
Evaluating Morgan Stanley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Morgan Stanley has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Morgan Stanley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in securities of companies in the U.S. real estate industry, including U.S. real estate investment trusts , U.S. real estate operating companies and U.S. companies with substantial real estate-related holdings andor services related to the real estate industry, including, but not limited to, leasing, real estate management, brokers, and building products. It is non-diversified.Things to note about Morgan Stanley Insti performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Morgan Stanley Insti help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's mutual fund. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morgan Mutual Fund
Morgan Stanley financial ratios help investors to determine whether Morgan 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 Morgan with respect to the benefits of owning Morgan Stanley security.
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