Morgan Stanley Financial Statements From 2010 to 2025
| MSJAX Fund | USD 16.13 0.33 2.00% |
Check Morgan Stanley financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Morgan Stanley's main balance sheet or income statement drivers, such as , as well as many indicators such as . Morgan financial statements analysis is a perfect complement when working with Morgan Stanley Valuation or Volatility modules.
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Morgan Stanley Global Mutual Fund One Year Return Analysis
Morgan Stanley's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Morgan Stanley One Year Return | 7.21 % |
Most of Morgan Stanley's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Morgan Stanley Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Morgan Stanley Global has an One Year Return of 7.205%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the World Small/Mid Stock category. The one year return for all United States funds is notably lower than that of the firm.
Morgan Stanley Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Morgan Stanley's current stock value. Our valuation model uses many indicators to compare Morgan Stanley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Morgan Stanley competition to find correlations between indicators driving Morgan Stanley's intrinsic value. More Info.Morgan Stanley Global is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 1.56 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Morgan Stanley's earnings, one of the primary drivers of an investment's value.About Morgan Stanley Financial Statements
Morgan Stanley investors use historical fundamental indicators, such as Morgan Stanley's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Morgan Stanley. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the Adviser seeks to achieve the funds investment objective by investing primarily in equity securities of established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. The Adviser typically favors companies with rising returns on invested capital, above-average business visibility, strong free cash flow generation and an attractive riskreward.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |