Small Pany Growth Fund Quote
| MSSMX Fund | USD 9.58 0.14 1.44% |
PerformanceVery Weak
| Odds Of DistressLow
|
Small Company is trading at 9.58 as of the 21st of March 2025; that is 1.44% down since the beginning of the trading day. The fund's open price was 9.72. Small Company 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 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
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Small Growth Funds, Small Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Small Pany Growth [MSSMX] is traded in USA and was established 21st of March 2025. Small Company 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 minimum initial investment of 1 K. Small Pany Growth is currently producing year-to-date (YTD) return of 1.24% with the current yeild of 0.01%, while the total return for the last 3 years was 6.89%.
Check Small Company 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
| OKTA | Okta Inc | Stock | Information Technology | |
| FSV | FirstService Corp | Stock | Real Estate | |
| HQY | HealthEquity | Stock | Health Care | |
| VRM | Vroom, Common Stock | Pink Sheet | Consumer Discretionary | |
| APPN | Appian Corp | Stock | Information Technology | |
| SSTK | Shutterstock | Stock | Communication Services | |
| GH | Guardant Health | Stock | Health Care | |
| CVNA | Carvana Co | Stock | Consumer Discretionary |
Small Pany Growth Risk Profiles
| Mean Deviation | 1.76 | |||
| Standard Deviation | 2.27 | |||
| Variance | 5.17 | |||
| Risk Adjusted Performance | (0.06) |
Small Company Against Markets
Other Information on Investing in Small Mutual Fund
Small Company 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 Company security.
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