Msif Small Pany Fund Quote
| MSCOX Fund | USD 9.73 0.07 0.71% |
Performance19 of 100
| Odds Of DistressLess than 16
|
Msif Small is trading at 9.73 as of the 20th of December 2024; that is 0.71 percent decrease since the beginning of the trading day. The fund's open price was 9.8. Msif Small has less than a 16 % 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 31st of December 2022 and ending today, the 20th of December 2024. Click here to learn more.
The fund will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000 Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. More on Msif Small Pany
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Msif Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Small Growth Funds, Small Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Msif Small Pany [MSCOX] is traded in USA and was established 20th of December 2024. Msif Small is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Morgan Stanley family. This fund now has accumulated 446.7 M in assets with no minimum investment requirementsMsif Small Pany is currently producing year-to-date (YTD) return of 35.39%, while the total return for the last 3 years was -6.01%.
Check Msif Small 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 Small Pany 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 Small Pany Mutual Fund Constituents
| AXON | Axon Enterprise | Stock | Industrials | |
| UTZ | Utz Brands | Stock | Consumer Staples | |
| FIGS | Figs Inc | Stock | Health Care | |
| MSTR | MicroStrategy Incorporated | Stock | Information Technology | |
| GTLB | Gitlab Inc | Stock | Information Technology | |
| GLBE | Global E Online | Stock | Consumer Discretionary | |
| TXG | 10X Genomics | Stock | Health Care | |
| NSTG | NanoString Technologies | Stock | Health Care |
Msif Small Pany Risk Profiles
| Mean Deviation | 1.54 | |||
| Semi Deviation | 1.45 | |||
| Standard Deviation | 1.99 | |||
| Variance | 3.98 |
Msif Small Against Markets
Other Information on Investing in Msif Mutual Fund
Msif Small 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 Small security.
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