Msif Advantage Port Fund Quote
| MADSX Fund | USD 24.63 1.41 5.41% |
Performance19 of 100
| Odds Of DistressLess than 17
|
Msif Advantage is trading at 24.63 as of the 19th of December 2024; that is 5.41 percent down since the beginning of the trading day. The fund's open price was 26.04. Msif Advantage has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 19th of November 2024 and ending today, the 19th of December 2024. Click here to learn more.
The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000 Growth Index. In selecting securities for investment, the Adviser typically invests in companies it believes have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive riskreward. More on Msif Advantage Port
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Msif Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, Large Growth, Morgan Stanley, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Msif Advantage Port [MADSX] is traded in USA and was established 19th of December 2024. Msif Advantage is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Morgan Stanley family. This fund now has accumulated 155.68 M in assets with minimum initial investment of 10 M. Msif Advantage Port is currently producing year-to-date (YTD) return of 44.95%, while the total return for the last 3 years was -1.22%.
Check Msif Advantage Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Msif Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Msif Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Msif Advantage Port Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Msif Advantage Port Mutual Fund Constituents
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| UNP | Union Pacific | Stock | Industrials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| NOW | ServiceNow | Stock | Information Technology | |
| WDAY | Workday | Stock | Information Technology | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| TWLO | Twilio Inc | Stock | Information Technology |
Msif Advantage Port Risk Profiles
| Mean Deviation | 1.1 | |||
| Semi Deviation | 0.9554 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.23 |
Msif Advantage Against Markets
Other Information on Investing in Msif Mutual Fund
Msif Advantage financial ratios help investors to determine whether Msif 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 Msif with respect to the benefits of owning Msif Advantage security.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |