Morgan Stanley Institutional Fund Quote
| MAAQX Fund | USD 11.18 0.05 0.45% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Morgan Stanley is trading at 11.18 as of the 16th of April 2024; that is -0.45 percent decrease since the beginning of the trading day. The fund's open price was 11.23. Morgan Stanley 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. Equity ratings for Morgan Stanley Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in equity securities within the Russell 1000 Index universe. From time to time, certain amounts of the funds investments will be total return swap transactions, the underlying assets of which may be long positions in Value stocks and long or short positions in Anti-Value stocks. More on Morgan Stanley Institutional
Moving together with Morgan Mutual Fund
| 0.74 | TEMUX | Emerging Markets Equity | PairCorr |
| 0.82 | DINDX | Global Fixed Me | PairCorr |
| 0.81 | DINCX | Global Fixed Me | PairCorr |
| 0.82 | DINAX | Global Fixed Me | PairCorr |
| 0.79 | MLDAX | Short Duration Me | PairCorr |
| 0.69 | MLMAX | Global E Portfolio | PairCorr |
| 0.68 | MLMCX | Global E Portfolio | PairCorr |
Morgan 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. Morgan Stanley's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Morgan Stanley 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, Large Value Funds, Large Value, Morgan Stanley (View all Sectors) |
| Update Date | 31st of March 2024 |
Morgan Stanley Institutional [MAAQX] is traded in USA and was established 16th of April 2024. Morgan Stanley is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Value category and is part of Morgan Stanley family. Morgan Stanley Insti now has accumulated 132.11 M in assets with minimum initial investment of 5 M. with the current yeild of 0.02%.
Check Morgan Stanley 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 Morgan 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 Morgan 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 Morgan Stanley Institutional 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 Morgan Stanley Institutional Mutual Fund Constituents
| AM | Antero Midstream Partners | Stock | Energy |
| HLF | Herbalife Nutrition | Stock | Consumer Staples |
| KMI | Kinder Morgan | Stock | Energy |
| LUMN | Lumen Technologies | Stock | Communication Services |
| MTG | MGIC Investment Corp | Stock | Financials |
| NYCB | New York Community | Stock | Financials |
| OKE | ONEOK Inc | Stock | Energy |
Morgan Stanley Target Price Odds Analysis
Based on a normal probability distribution, the odds of Morgan Stanley jumping above the current price in 90 days from now is about 61.65%. The Morgan Stanley Institutional probability density function shows the probability of Morgan Stanley 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 1.2058. 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, Morgan Stanley will likely underperform. Additionally, morgan Stanley Institutional 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 Morgan Stanley to move above the current price in 90 days from now is about 61.65 (This Morgan Stanley Institutional probability density function shows the probability of Morgan Mutual Fund to fall within a particular range of prices over 90 days) .
Morgan Stanley Insti Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Morgan Stanley market risk premium is the additional return an investor will receive from holding Morgan Stanley 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 Morgan Stanley. 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 Morgan Stanley's alpha and beta are two of the key measurements used to evaluate Morgan Stanley's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6842 | |||
| Standard Deviation | 0.9054 | |||
| Variance | 0.8198 | |||
| Risk Adjusted Performance | 0.0012 |
Morgan Stanley Against Markets
Picking the right benchmark for Morgan Stanley 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 Morgan Stanley 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 Morgan Stanley is critical whether you are bullish or bearish towards Morgan Stanley Institutional at a given time. Please also check how Morgan Stanley'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 Morgan Stanley 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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Analyst AdviceAnalyst recommendations and target price estimates broken down by several categories |
| All Next | Launch Module |
How to buy Morgan Mutual Fund?
Before investing in Morgan Stanley, 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 Morgan Stanley. To buy Morgan Stanley fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Morgan Stanley. 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 Morgan Stanley fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Morgan Stanley Institutional 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 Morgan Stanley Institutional 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 Morgan Stanley Institutional, 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 Morgan Stanley Institutional?
The danger of trading Morgan Stanley Institutional 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 Morgan Stanley 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 Morgan Stanley. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Morgan Stanley Insti 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 Morgan Stanley Institutional. 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 producer price index. For more information on how to buy Morgan Mutual Fund please use our How to Invest in Morgan Stanley guide.You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.