Morgan Stanley Mortgage Fund Fundamentals
| MORGX Fund | USD 7.65 0.01 0.13% |
Morgan Stanley Mortgage fundamentals help investors to digest information that contributes to Morgan Stanley's financial success or failures. It also enables traders to predict the movement of Morgan Mutual Fund. The fundamental analysis module provides a way to measure Morgan Stanley's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Morgan Stanley mutual fund.
Morgan |
Morgan Stanley Mortgage Mutual Fund Year To Date Return Analysis
Morgan Stanley's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Morgan Stanley Year To Date Return | 6.69 % |
Most of Morgan Stanley's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Morgan Stanley Mortgage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Morgan Stanley Mortgage has a Year To Date Return of 6.6915%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the Intermediate Core-Plus Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Morgan Stanley Mortgage Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Morgan Stanley's current stock value. Our valuation model uses many indicators to compare Morgan Stanley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Morgan Stanley competition to find correlations between indicators driving Morgan Stanley's intrinsic value. More Info.Morgan Stanley Mortgage is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 1,968 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Morgan Stanley's earnings, one of the primary drivers of an investment's value.Morgan Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Morgan Stanley's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Morgan Stanley could also be used in its relative valuation, which is a method of valuing Morgan Stanley by comparing valuation metrics of similar companies.Morgan Stanley is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Morgan Stanley
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Morgan Stanley's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Morgan Fundamentals
| Total Asset | 158.15 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 6.69 % | ||||
| One Year Return | 7.30 % | ||||
| Three Year Return | 1.99 % | ||||
| Five Year Return | 2.16 % | ||||
| Ten Year Return | 4.69 % | ||||
| Net Asset | 186.95 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 9.38 % | ||||
| Bond Positions Weight | 6.43 % |
About Morgan Stanley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Morgan Stanley Mortgage's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morgan Stanley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morgan Stanley Mortgage based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests at least 80 percent of its assets in mortgage-related securities. These mortgage-related securities may include mortgage-backed securities such as mortgage pass-through securities, collateralized mortgage obligations , stripped mortgage-backed securities , commercial mortgage-backed securities and inverse floating rate obligations . It may invest up to 50 percent of its net assets in high yield securities .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Morgan Mutual Fund
Morgan Stanley financial ratios help investors to determine whether Morgan 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 Morgan with respect to the benefits of owning Morgan Stanley security.
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