Msvif Real Estate Fund Year To Date Return
Msvif Real Estate fundamentals help investors to digest information that contributes to Msvif Real's financial success or failures. It also enables traders to predict the movement of Msvif Mutual Fund. The fundamental analysis module provides a way to measure Msvif Real'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 Msvif Real mutual fund.
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Msvif Real Estate Mutual Fund Year To Date Return Analysis
Msvif Real'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 Msvif Real Year To Date Return | 4.38 % |
Most of Msvif Real'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, Msvif Real Estate 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.
CompetitionBased on the company's disclosures, Msvif Real Estate has a Year To Date Return of 4.38%. This is much higher than that of the Category family and notably higher than that of the Family category. The year to date return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Msvif Real
The fund consists of 85.38% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Msvif Real'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.
Msvif Fundamentals
| Price To Earning | 6.55 X | |||
| Price To Book | 2.24 X | |||
| Price To Sales | 1.75 X | |||
| Year To Date Return | 4.38 % | |||
| One Year Return | 10.26 % | |||
| Three Year Return | (3.70) % | |||
| Five Year Return | 5.45 % | |||
| Ten Year Return | 13.72 % | |||
| Net Asset | 347.56 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 1.19 | |||
| Holdings Turnover | 130.00 % | |||
| Cash Position Weight | 13.47 % | |||
| Equity Positions Weight | 85.38 % |
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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.Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Other Consideration for investing in Msvif Mutual Fund
If you are still planning to invest in Msvif Real Estate check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Msvif Real's history and understand the potential risks before investing.
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