Advantage Portfolio Class Fund Quote
| MPAIX Fund | USD 23.17 0.18 0.78% |
PerformanceVery Weak
| Odds Of DistressLow
|
Advantage Portfolio is trading at 23.17 as of the 23rd of March 2025; that is 0.78 percent increase since the beginning of the trading day. The fund's open price was 22.99. Advantage Portfolio has about a 21 % 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 23rd of December 2024 and ending today, the 23rd of March 2025. 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 Advantage Portfolio Class
Moving together with Advantage Mutual Fund
| 0.93 | MLMAX | Global E Portfolio | PairCorr |
| 0.93 | MLMCX | Global E Portfolio | PairCorr |
| 0.83 | MLNSX | Global Centrated Por | PairCorr |
| 0.93 | MLMSX | Global E Portfolio | PairCorr |
Moving against Advantage Mutual Fund
Advantage Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, Large Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Advantage Portfolio Class [MPAIX] is traded in USA and was established 23rd of March 2025. Advantage Portfolio 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 246.2 M in assets with no minimum investment requirementsAdvantage Portfolio Class is currently producing year-to-date (YTD) return of 4.0% with the current yeild of 0.01%, while the total return for the last 3 years was 12.32%.
Check Advantage Portfolio 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 Advantage 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 Advantage 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 Advantage Portfolio Class 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 Advantage Portfolio Class Mutual Fund Constituents
| CRM | Salesforce | Stock | Information Technology | |
| OKTA | Okta Inc | Stock | Information Technology | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| IAC | IAC Inc | Stock | Communication Services | |
| RPRX | Royalty Pharma Plc | Stock | Health Care | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| NET | Cloudflare | Stock | Information Technology | |
| UNP | Union Pacific | Stock | Industrials |
Advantage Portfolio Class Risk Profiles
| Mean Deviation | 1.39 | |||
| Standard Deviation | 1.82 | |||
| Variance | 3.3 | |||
| Risk Adjusted Performance | (0.05) |
Advantage Portfolio Against Markets
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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