Morningstar Defensive Competition

MSTBX Fund  USD 9.76  0.01  0.10%   
Morningstar Defensive competes with Janus Global, Neuberger Berman, Real Estate, T Rowe, and Blackrock Developed; as well as few others. The fund is listed under Short-Term Bond category and is part of Morningstar family. The entity is thematically classified as Corporate Bonds Funds. Analyzing Morningstar Defensive competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Morningstar Defensive to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Morningstar Defensive Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Morningstar Defensive competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
9.629.769.90
Details
Intrinsic
Valuation
LowRealHigh
9.609.749.88
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Morningstar Defensive. Your research has to be compared to or analyzed against Morningstar Defensive's peers to derive any actionable benefits. When done correctly, Morningstar Defensive's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Morningstar Defensive.

Morningstar Defensive Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Morningstar Defensive and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Morningstar and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Morningstar Defensive does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
REPIXNBRFX
BKRDXJNGSX
TRREXREPIX
TRREXNBRFX
BKRDXREPIX
BKRDXNBRFX
  
High negative correlations   
FORFXTRREX

Risk-Adjusted Indicators

There is a big difference between Morningstar Mutual Fund performing well and Morningstar Defensive Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Morningstar Defensive's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Morningstar Defensive Competitive Analysis

The better you understand Morningstar Defensive competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Morningstar Defensive's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Morningstar Defensive's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MSTBX JNGSX NBRFX REPIX TRREX FORFX BKRDX
 0.10 
 9.76 
Morningstar
 1.60 
 11.44 
Janus
 1.79 
 13.68 
Neuberger
 2.92 
 40.26 
Real
 1.89 
 11.45 
TRREX
 0.10 
 9.68 
Forum
 1.65 
 8.01 
Blackrock
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
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(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
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(90 Days Macroaxis Advice)
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Day Typical Price
Period Momentum Indicator
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Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
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Potential Upside
Treynor Ratio
Maximum Drawdown
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Market Risk Adjusted Performance
Risk Adjusted Performance
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Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Morningstar Defensive Competition Performance Charts

Five steps to successful analysis of Morningstar Defensive Competition

Morningstar Defensive's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Morningstar Defensive in relation to its competition. Morningstar Defensive's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Morningstar Defensive in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Morningstar Defensive's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Morningstar Defensive, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in Morningstar Mutual Fund

Morningstar Defensive financial ratios help investors to determine whether Morningstar 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 Morningstar with respect to the benefits of owning Morningstar Defensive security.
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