Small Pany Growth Fund Quote

MSSGX Fund  USD 14.68  0.49  3.45%   

Performance

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Odds Of Distress

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Small Pany is trading at 14.68 as of the 20th of March 2025; that is 3.45 percent increase since the beginning of the trading day. The fund's open price was 14.19. Small Pany 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 20th of December 2024 and ending today, the 20th of March 2025. 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 Small Pany Growth

Moving together with Small Mutual Fund

  0.74MLMAX Global E PortfolioPairCorr
  0.75MLMCX Global E PortfolioPairCorr

Moving against Small Mutual Fund

  0.73MORGX Morgan Stanley MortgagePairCorr
  0.58TIIUX Core Fixed IncomePairCorr
  0.58TILUX Inflation Linked FixedPairCorr
  0.56DINCX Global Fixed IncomePairCorr
  0.54DINAX Global Fixed IncomePairCorr
  0.52DINDX Global Fixed IncomePairCorr

Small Mutual Fund Highlights

Thematic Ideas
(View all Themes)
Fund ConcentrationMorgan Stanley Funds, Large Funds, Small Growth Funds, Commodities Funds, Small Growth Funds, Large Growth Funds, Small Growth, Morgan Stanley, Large, Small Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Small Pany Growth [MSSGX] is traded in USA and was established 20th of March 2025. Small Pany 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. The entity is thematically classified as Commodities Funds. This fund now has accumulated 446.7 M in assets with no minimum investment requirementsSmall Pany Growth is currently producing year-to-date (YTD) return of 1.26% with the current yeild of 0.01%, while the total return for the last 3 years was 7.2%.
Check Small Pany 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 Small 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 Small 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 Small Pany 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 Small Pany Growth Mutual Fund Constituents

FSLYFastly IncStockInformation Technology
VEEVVeeva Systems ClassStockHealth Care
SSTKShutterstockStockCommunication Services
DOCSDoximityStockHealth Care
AXONAxon EnterpriseStockIndustrials
ATEXAnterixStockCommunication Services
VRMVroom, Common StockPink SheetConsumer Discretionary
CVNACarvana CoStockConsumer Discretionary
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Small Pany Top Holders

SMIFXSound Mind InvestingMutual FundAllocation--85%+ Equity
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Small Pany Growth Risk Profiles

Small Pany Against Markets

Other Information on Investing in Small Mutual Fund

Small Pany financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Pany security.
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