Global Opportunity Portfolio Fund Quote
| MGGIX Fund | USD 36.74 0.53 1.42% |
PerformanceVery Weak
| Odds Of DistressLow
|
Global Opportunity is trading at 36.74 as of the 26th of February 2025; that is 1.42 percent decrease since the beginning of the trading day. The fund's open price was 37.27. Global Opportunity has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. In selecting securities for investment, the Adviser seeks high quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. More on Global Opportunity Portfolio
Moving together with Global Mutual Fund
Global Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Morgan Stanley, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Global Opportunity Portfolio [MGGIX] is traded in USA and was established 26th of February 2025. Global Opportunity is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Morgan Stanley family. This fund now has accumulated 2.75 B in assets with no minimum investment requirementsGlobal Opportunity is currently producing year-to-date (YTD) return of 8.31%, while the total return for the last 3 years was 13.98%.
Check Global Opportunity 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 Global 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 Global 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 Global Opportunity Portfolio 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 Global Opportunity Portfolio Mutual Fund Constituents
| EPAM | EPAM Systems | Stock | Information Technology | |
| DSDVF | DSV Panalpina AS | Pink Sheet | Integrated Freight & Logistics | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| UBER | Uber Technologies | Stock | Industrials |
Global Opportunity Top Holders
| HFSAX | Hundredfold Select Alternative | Mutual Fund | Tactical Allocation | |
| SAPEX | Spectrum Advisors Preferred | Mutual Fund | Tactical Allocation | |
| SFHYX | Hundredfold Select Alternative | Mutual Fund | Tactical Allocation | |
| SIRAX | Sierra E Retirement | Mutual Fund | Tactical Allocation | |
| SIRIX | Sierra E Retirement | Mutual Fund | Tactical Allocation | |
| SIRRX | Sierra E Retirement | Mutual Fund | Tactical Allocation | |
| SIRZX | Sierra E Retirement | Mutual Fund | Tactical Allocation |
Global Opportunity Risk Profiles
| Mean Deviation | 0.8525 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.83 | |||
| Risk Adjusted Performance | (0.02) |
Global Opportunity Against Markets
Other Information on Investing in Global Mutual Fund
Global Opportunity financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Opportunity security.
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