Advantage Portfolio Financial Statements From 2010 to 2025
| MSPRX Fund | USD 21.20 0.61 2.96% |
Check Advantage Portfolio financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Advantage Portfolio's main balance sheet or income statement drivers, such as , as well as many indicators such as . Advantage financial statements analysis is a perfect complement when working with Advantage Portfolio Valuation or Volatility modules.
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Advantage Portfolio Class Mutual Fund One Year Return Analysis
Advantage Portfolio'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 Advantage Portfolio One Year Return | 35.81 % |
Most of Advantage Portfolio'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, Advantage Portfolio Class 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, Advantage Portfolio Class has an One Year Return of 35.8092%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Advantage Portfolio Class Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Advantage Portfolio's current stock value. Our valuation model uses many indicators to compare Advantage Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Advantage Portfolio competition to find correlations between indicators driving Advantage Portfolio's intrinsic value. More Info.Advantage Portfolio Class is regarded fifth largest fund in year to date return among similar funds. It is rated below average in one year return among similar funds reporting about 0.93 of One Year Return per Year To Date Return. The ratio of Year To Date Return to One Year Return for Advantage Portfolio Class is roughly 1.07 . 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 Advantage Portfolio's earnings, one of the primary drivers of an investment's value.About Advantage Portfolio Financial Statements
Advantage Portfolio investors use historical fundamental indicators, such as Advantage Portfolio'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 Advantage Portfolio. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000 Growth Index. Msif Advantage is traded on NASDAQ Exchange in the United States.
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Other Information on Investing in Advantage Mutual Fund
Advantage Portfolio financial ratios help investors to determine whether Advantage 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 Advantage with respect to the benefits of owning Advantage Portfolio security.
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