Growth Portfolio Class Fund Manager Performance Evaluation
| MSEQX Fund | USD 58.65 0.43 0.74% |
The fund retains a Market Volatility (i.e., Beta) of 0.057, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Growth Portfolio's returns are expected to increase less than the market. However, during the bear market, the loss of holding Growth Portfolio is expected to be smaller as well.
Risk-Adjusted Performance
28 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Growth Portfolio Class are ranked lower than 28 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Growth Portfolio showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 0.5600 |
Growth |
Growth Portfolio Relative Risk vs. Return Landscape
If you would invest 4,010 in Growth Portfolio Class on August 28, 2024 and sell it today you would earn a total of 1,855 from holding Growth Portfolio Class or generate 46.26% return on investment over 90 days. Growth Portfolio Class is currently producing 0.6097% returns and takes up 1.6873% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Growth, and 88% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Portfolio Current Valuation
Undervalued
Today
Please note that Growth Portfolio's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Growth Portfolio Class retains a regular Real Value of $61.07 per share. The prevalent price of the fund is $58.65. We determine the value of Growth Portfolio Class from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Growth Portfolio is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Portfolio'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 58.65 | Real 61.07 | Hype 58.65 |
The intrinsic value of Growth Portfolio'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 Growth Portfolio'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 Growth Portfolio Class helps investors to forecast how Growth 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 Growth Portfolio more accurately as focusing exclusively on Growth Portfolio's fundamentals will not take into account other important factors: Growth Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Growth Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Growth Portfolio Class, and traders can use it to determine the average amount a Growth Portfolio'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 = 0.3613
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MSEQX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.69 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.61 actual daily | 12 88% of assets have higher returns |
Risk-Adjusted Return
| 0.36 actual daily | 28 72% of assets perform better |
Based on monthly moving average Growth Portfolio is performing at about 28% 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 Growth Portfolio by adding it to a well-diversified portfolio.
Growth Portfolio Fundamentals Growth
Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Portfolio, and Growth Portfolio 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 Growth Mutual Fund performance.
| Price To Earning | 34.15 X | ||||
| Price To Book | 7.90 X | ||||
| Price To Sales | 5.37 X | ||||
| Total Asset | 1.68 B | ||||
About Growth Portfolio Performance
Evaluating Growth Portfolio's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Portfolio 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 Growth Portfolio 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.
The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000 Growth Index. Morgan Stanley is traded on NASDAQ Exchange in the United States.Things to note about Growth Portfolio Class performance evaluation
Checking the ongoing alerts about Growth Portfolio for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Portfolio Class help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -12.0% | |
| Growth Portfolio Class maintains about 5.44% of its assets in cash |
- Analyzing Growth Portfolio'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 Growth Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Growth Portfolio'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 Growth Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Portfolio's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Portfolio's mutual fund. These opinions can provide insight into Growth Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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