Global Centrated Portfolio Fund Quote
| MLNCX Fund | USD 23.20 0.04 0.17% |
PerformanceVery Weak
| Odds Of DistressLow
|
Global Concentrated is trading at 23.20 as of the 26th of February 2025; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 23.24. Global Concentrated has about a 22 % 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The Adviser seeks to achieve the funds investment objective by investing primarily in U.S. and non-U.S. companies. The adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields. More on Global Centrated 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 |
Global Centrated Portfolio [MLNCX] is traded in USA and was established 26th of February 2025. Global Concentrated 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 22.37 M in assets with no minimum investment requirementsGlobal Centrated Por is currently producing year-to-date (YTD) return of 6.2%, while the total return for the last 3 years was 11.48%.
Check Global Concentrated 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 Centrated 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 Centrated Portfolio Mutual Fund Constituents
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| ITW | Illinois Tool Works | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| BEN | Franklin Resources | Stock | Financials | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| NEE | Nextera Energy | Stock | Utilities | |
| MSFT | Microsoft | Stock | Information Technology |
Global Centrated Por Risk Profiles
| Mean Deviation | 0.744 | |||
| Semi Deviation | 1.05 | |||
| Standard Deviation | 0.9458 | |||
| Variance | 0.8945 |
Global Concentrated Against Markets
Other Information on Investing in Global Mutual Fund
Global Concentrated 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 Concentrated security.
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