Morgan Stanley Financials
| CPODX Fund | USD 31.76 0.08 0.25% |
Morgan |
Please note that past performance is not an indicator of the future performance of Morgan Stanley, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Morgan Stanley Fund Summary
Morgan Stanley competes with Growth Fund, Ultra Fund, Heritage Fund, International Growth, and Value Fund. Under normal circumstances, the funds assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000 Growth Index. The Adviser seeks long-term capital appreciation by investing primarily in established and emerging companies. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis.Specialization | Large Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO Morgan Stanley |
| Mutual Fund Family | Morgan Stanley |
| Mutual Fund Category | Large Growth |
| Benchmark | NYSE Composite |
| Phone | 800 548 7786 |
| Currency | USD - US Dollar |
Morgan Financial Ratios 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 Multi is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Morgan Stanley Multi is roughly 4.65 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Morgan Stanley by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Morgan Stanley's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Stanley Multi Systematic Risk
Morgan Stanley's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Morgan Stanley volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Morgan Stanley Multi correlated with the market. If Beta is less than 0 Morgan Stanley generally moves in the opposite direction as compared to the market. If Morgan Stanley Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Morgan Stanley Multi is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Morgan Stanley is generally in the same direction as the market. If Beta > 1 Morgan Stanley moves generally in the same direction as, but more than the movement of the benchmark.
Morgan Stanley May 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Morgan Stanley help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Morgan Stanley Multi. We use our internally-developed statistical techniques to arrive at the intrinsic value of Morgan Stanley Multi based on widely used predictive technical indicators. In general, we focus on analyzing Morgan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Morgan Stanley's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.89 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 7.99 | |||
| Value At Risk | (2.94) | |||
| Potential Upside | 3.18 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Morgan Stanley Multi. 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 unemployment. For more information on how to buy Morgan Mutual Fund please use our How to Invest in Morgan Stanley guide.Note that the Morgan Stanley Multi information on this page should be used as a complementary analysis to other Morgan Stanley'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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.