Growth Portfolio Class Fund Quote
| MSGUX Fund | USD 39.71 0.53 1.35% |
PerformanceVery Weak
| Odds Of DistressLow
|
Growth Portfolio is trading at 39.71 as of the 21st of March 2025; that is 1.35 percent increase since the beginning of the trading day. The fund's open price was 39.18. Growth 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its total assets in foreign securities. More on Growth Portfolio Class
Moving together with Growth Mutual Fund
Moving against Growth Mutual Fund
Growth Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large 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 |
Growth Portfolio Class [MSGUX] is traded in USA and was established 21st of March 2025. Growth 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 5.53 B in assets with no minimum investment requirementsGrowth Portfolio Class is currently producing year-to-date (YTD) return of 1.85%, while the total return for the last 3 years was 10.57%.
Check Growth 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 Growth 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 Growth 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 Growth 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 Growth Portfolio Class Mutual Fund Constituents
| TWLO | Twilio Inc | Stock | Information Technology | |
| ECL | Ecolab Inc | Stock | Materials | |
| BILL | Bill Com Holdings | Stock | Information Technology | |
| WDAY | Workday | Stock | Information Technology | |
| U | Unity Software | Stock | Information Technology | |
| RBLX | Roblox Corp | Stock | Communication Services | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| RPRX | Royalty Pharma Plc | Stock | Health Care |
Growth Portfolio Class Risk Profiles
| Mean Deviation | 1.71 | |||
| Standard Deviation | 2.24 | |||
| Variance | 5.01 | |||
| Risk Adjusted Performance | (0.07) |
Growth Portfolio Against Markets
Other Information on Investing in Growth Mutual Fund
Growth Portfolio financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Portfolio security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Transaction History View history of all your transactions and understand their impact on performance |