Mid Cap Growth Fund Quote
| MSKLX Fund | USD 10.09 0.21 2.04% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mid Cap is trading at 10.09 as of the 19th of March 2025; that is 2.04 percent decrease since the beginning of the trading day. The fund's open price was 10.3. Mid Cap 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Under normal circumstances, the adviser seeks to achieve the funds investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell Midcap Growth Index. The adviser typically invests in unique companies it believes have 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 Mid Cap Growth
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Mid Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Morgan Stanley, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of January 2020 |
| Fiscal Year End | September |
Mid Cap Growth [MSKLX] is traded in USA and was established 19th of March 2025. Mid Cap is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Morgan Stanley family. This fund now has accumulated 3.3 B in assets with no minimum investment requirementsMid Cap Growth is currently producing year-to-date (YTD) return of 1.84%, while the total return for the last 3 years was 7.88%.
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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 Mid 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 Mid 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 Mid Cap Growth 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 Mid Cap Growth Mutual Fund Constituents
| DLTR | Dollar Tree | Stock | Consumer Staples | |
| ULTA | Ulta Beauty | Stock | Consumer Discretionary | |
| RPRX | Royalty Pharma Plc | Stock | Health Care | |
| ROL | Rollins | Stock | Industrials | |
| ROKU | Roku Inc | Stock | Communication Services | |
| EXPE | Expedia Group | Stock | Consumer Discretionary | |
| Z | Zillow Group Class | Etf | Communication Services | |
| DASH | DoorDash, Class A | Stock | Consumer Discretionary |
Mid Cap Growth Risk Profiles
| Mean Deviation | 1.58 | |||
| Standard Deviation | 2.02 | |||
| Variance | 4.08 | |||
| Risk Adjusted Performance | (0.07) |
Mid Cap Against Markets
Other Information on Investing in Mid Mutual Fund
Mid Cap financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Cap security.
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