Small Pany Growth Fund Quote
| MSSMX Fund | USD 11.60 0.02 0.17% |
PerformanceGood
| Odds Of DistressLow
|
Small Pany is trading at 11.60 as of the 17th of February 2025; that is 0.17% up since the beginning of the trading day. The fund's open price was 11.58. Small Pany has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 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
| 0.73 | DINDX | Global Fixed Income | PairCorr |
| 0.72 | DINCX | Global Fixed Income | PairCorr |
| 0.77 | DINAX | Global Fixed Income | PairCorr |
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 December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Small Pany Growth [MSSMX] is traded in USA and was established 17th of February 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. 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 10.48% with the current yeild of 0.01%, while the total return for the last 3 years was 3.89%.
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
| GWRE | Guidewire Software | Stock | Information Technology | |
| MDB | MongoDB | Stock | Information Technology | |
| CDLX | Cardlytics | Stock | Communication Services | |
| UPWK | Upwork Inc | Stock | Industrials | |
| OKTA | Okta Inc | Stock | Information Technology | |
| WSO | Watsco Inc | Stock | Industrials | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| SFIX | Stitch Fix | Stock | Consumer Discretionary |
Small Pany Growth Risk Profiles
| Mean Deviation | 1.6 | |||
| Semi Deviation | 1.59 | |||
| Standard Deviation | 2.04 | |||
| Variance | 4.18 |
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.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |