Global Advantage Portfolio Fund Quote
| MSPTX Fund | USD 14.29 0.29 2.07% |
PerformanceVery Weak
| Odds Of DistressLow
|
Global Advantage is trading at 14.29 as of the 1st of March 2025; that is 2.07 percent increase since the beginning of the trading day. The fund's open price was 14.0. Global Advantage 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 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
Under normal market conditions, the Adviser seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Net Index. More on Global Advantage 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 (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Global Advantage Portfolio [MSPTX] is traded in USA and was established 1st of March 2025. Global Advantage 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 94.76 M in assets with no minimum investment requirementsGlobal Advantage Por is currently producing year-to-date (YTD) return of 7.35% with the current yeild of 0.01%, while the total return for the last 3 years was 10.62%.
Check Global Advantage 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 Advantage 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 Advantage Portfolio Mutual Fund Constituents
| ISRG | Intuitive Surgical | Stock | Health Care | |
| SPOT | Spotify Technology SA | Stock | Communication Services | |
| RPRX | Royalty Pharma Plc | Stock | Health Care | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| SPGI | SP Global | Stock | Financials | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| ASML | ASML Holding NV | Stock | Information Technology |
Global Advantage Por Risk Profiles
| Mean Deviation | 1.46 | |||
| Semi Deviation | 1.96 | |||
| Standard Deviation | 1.88 | |||
| Variance | 3.52 |
Global Advantage Against Markets
Other Information on Investing in Global Mutual Fund
Global Advantage 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 Advantage security.
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