Mid Cap Growth Fund Quote
| MPEGX Fund | USD 14.57 0.03 0.21% |
Performance3 of 100
| Odds Of DistressLess than 23
|
Mid Cap is trading at 14.57 as of the 18th of April 2024; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 14.54. Mid Cap has about a 23 % 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. Equity ratings for Mid Cap Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of September 2022 and ending today, the 18th of April 2024. Click here to learn more.
Under normal circumstances, the adviser seeks to achieve the funds investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell Midcap Growth Index. The adviser typically invests in unique companies it believes have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive riskreward.. More on Mid Cap Growth
Moving together with Mid Mutual Fund
| 0.85 | TEMUX | Emerging Markets Equity | PairCorr |
| 0.7 | DINDX | Global Fixed Me | PairCorr |
| 0.64 | DINCX | Global Fixed Me | PairCorr |
| 0.63 | DINAX | Global Fixed Me | PairCorr |
| 0.7 | MLDAX | Short Duration Me | PairCorr |
| 0.89 | MLMAX | Global E Portfolio | PairCorr |
| 0.89 | MLMCX | Global E Portfolio | PairCorr |
Mid Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Mid Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Mid Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Morgan Stanley Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 29th of June 2023 |
| Fiscal Year End | September |
Mid Cap Growth [MPEGX] is traded in USA and was established 18th of April 2024. Mid Cap is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Morgan Stanley family. This fund now has accumulated 1.04 B in assets with minimum initial investment of 5 M. Mid Cap Growth is currently producing year-to-date (YTD) return of 0.99%, while the total return for the last 3 years was -22.23%.
Check Mid Cap 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 Mid 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 Mid 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 Mid Cap 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 Mid Cap Growth Mutual Fund Constituents
| OKTA | Okta Inc | Stock | Information Technology |
| VEEV | Veeva Systems Class | Stock | Health Care |
| Z | Zillow Group Class | Etf | Communication Services |
| MAR | Marriott International | Stock | Consumer Discretionary |
| DLTR | Dollar Tree | Stock | Consumer Staples |
| MSCI | MSCI Inc | Stock | Financials |
| BILL | Bill Com Holdings | Stock | Information Technology |
Mid Cap Target Price Odds Analysis
Based on a normal probability distribution, the odds of Mid Cap jumping above the current price in 90 days from now is about 79.71%. The Mid Cap Growth probability density function shows the probability of Mid Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.9529. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Mid Cap will likely underperform. Additionally, mid Cap Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Mid Cap to move above the current price in 90 days from now is about 79.71 (This Mid Cap Growth probability density function shows the probability of Mid Mutual Fund to fall within a particular range of prices over 90 days) .
Mid Cap Top Holders
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity |
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Mid Cap Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Mid Cap market risk premium is the additional return an investor will receive from holding Mid Cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Mid Cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Mid Cap's alpha and beta are two of the key measurements used to evaluate Mid Cap's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 1.54 | |||
| Semi Deviation | 1.91 | |||
| Standard Deviation | 1.93 | |||
| Variance | 3.74 |
Mid Cap Against Markets
Picking the right benchmark for Mid Cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Mid Cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Mid Cap is critical whether you are bullish or bearish towards Mid Cap Growth at a given time. Please also check how Mid Cap's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Mid Cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Watchlist OptimizationOptimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |
| All Next | Launch Module |
How to buy Mid Mutual Fund?
Before investing in Mid Cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Mid Cap. To buy Mid Cap fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Mid Cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Mid Cap fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Mid Cap Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Mid Cap Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Mid Cap Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Mid Cap Growth?
The danger of trading Mid Cap Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Mid Cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Mid Cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Mid Cap Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Mid Cap Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Mid Cap Growth information on this page should be used as a complementary analysis to other Mid Cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.