Msif Core Portfolio Fund Quote
| MUOCX Fund | USD 27.66 0.14 0.50% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Msif Us is trading at 27.66 as of the 2nd of January 2025; that is 0.5 percent decrease since the beginning of the trading day. The fund's open price was 27.8. Msif Us has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of January 2023 and ending today, the 2nd of January 2025. Click here to learn more.
The Adviser seeks to achieve the funds investment objective by investing primarily in U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above-average appreciation potential and competitive dividend yields. More on Msif Core Portfolio
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Moving against Msif Mutual Fund
Msif Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, Large Blend Funds, Large Blend, Morgan Stanley, Large Growth, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Msif Core Portfolio [MUOCX] is traded in USA and was established 2nd of January 2025. Msif Us is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Morgan Stanley family. This fund now has accumulated 220.32 M in assets with minimum initial investment of 1 K. Msif Core Portfolio is currently producing year-to-date (YTD) return of 29.18%, while the total return for the last 3 years was 5.84%.
Check Msif Us 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 Msif 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 Msif 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 Msif Core 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 Msif Core Portfolio Mutual Fund Constituents
| SIVB | SVB Financial Group | Stock | Financials | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| URI | United Rentals | Stock | Industrials | |
| FRC | FIRST REP BK | Stock | Financials | |
| HLT | Hilton Worldwide Holdings | Stock | Consumer Discretionary | |
| AMP | Ameriprise Financial | Stock | Financials | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| DHR | Danaher | Stock | Health Care |
Msif Core Portfolio Risk Profiles
| Mean Deviation | 0.5807 | |||
| Semi Deviation | 0.8022 | |||
| Standard Deviation | 0.8149 | |||
| Variance | 0.664 |
Msif Us Against Markets
Other Information on Investing in Msif Mutual Fund
Msif Us financial ratios help investors to determine whether Msif 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 Msif with respect to the benefits of owning Msif Us security.
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