GLOBAL Mutual Fund Quote

Mutual Funds . USA . 
Fund . GLOBAL QUALITY PORTFOLIO
MGQIX Fund  USD 16.79  0.01  0.06%   

Market Performance

16 of 100

 
0
 
100

Odds Of Distress

Less than 1

 
100  
 
0
GLOBAL QUALITY is trading at 16.79 as of the 8th of June 2023; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 16.78. GLOBAL QUALITY has a very small chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for GLOBAL QUALITY PORTFOLIO are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of December 2022 and ending today, the 8th of June 2023. Click here to learn more.
CUSIP
61760X653
ISIN
US61760X6537
Fiscal Year End
December
The fund seeks to identify securities of issuers located throughout the world that they believe are of high quality with sustainable and high returns on operating capital with dominant franchises, powerful intangible assets - notably brands, networks, licenses and patents - and pricing power, resulting in high gross margins. More on GLOBAL QUALITY PORTFOLIO

Moving together with GLOBAL Mutual Fund

+0.93CWGIXCAPITAL WORLD GROWTHPairCorr
+0.95CWGCXCAPITAL WORLD GROWTHPairCorr
+0.93CWIAXCAPITAL WORLD GROWTHPairCorr
+0.93WGIFXCAPITAL WORLD GROWTHPairCorr
+0.93CWIFXCAPITAL WORLD GROWTHPairCorr
+0.93RWIEXCAPITAL WORLD GROWTHPairCorr
+0.95RWICXCAPITAL WORLD GROWTHPairCorr

GLOBAL 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. GLOBAL QUALITY's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding GLOBAL QUALITY or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of GLOBAL QUALITY's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedUndervalued
Beta In Three Year0.77
Startdate30th of August 2013
GLOBAL QUALITY PORTFOLIO [MGQIX] is traded in USA and was established 8th of June 2023. The fund is listed under World Large-Stock Blend category and is part of Morgan Stanley family. GLOBAL QUALITY PORTFOLIO now has accumulated 81.06 M in assets with minimum initial investment of 5 M. , while the total return for the last 3 years was 10.97%.
Check GLOBAL QUALITY 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 GLOBAL 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 GLOBAL 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 GLOBAL QUALITY PORTFOLIO 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 GLOBAL QUALITY PORTFOLIO Mutual Fund Constituents

FOXAFox Corp ClassStockCommunication Services
NKENike IncStockConsumer Discretionary
GOOGLAlphabet Inc ClassStockCommunication Services
VVisa Inc ClassStockInformation Technology
PGProcter GambleStockConsumer Staples
NVSEFNovartis AGPink SheetDrug Manufacturers—General
MSFTMicrosoftStockInformation Technology
More Details

GLOBAL QUALITY Target Price Odds Analysis

Based on a normal probability distribution, the odds of GLOBAL QUALITY jumping above the current price in 90 days from now is about 11.94%. The GLOBAL QUALITY PORTFOLIO probability density function shows the probability of GLOBAL QUALITY mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon GLOBAL QUALITY has a beta of 0.0106. This indicates as returns on the market go up, GLOBAL QUALITY average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding GLOBAL QUALITY PORTFOLIO will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0943, implying that it can generate a 0.0943 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 16.79HorizonTargetOdds Above 16.79
87.85%90 days
 16.79 
11.94%
Based on a normal probability distribution, the odds of GLOBAL QUALITY to move above the current price in 90 days from now is about 11.94 (This GLOBAL QUALITY PORTFOLIO probability density function shows the probability of GLOBAL Mutual Fund to fall within a particular range of prices over 90 days) .

GLOBAL QUALITY PORTFOLIO Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. GLOBAL QUALITY market risk premium is the additional return an investor will receive from holding GLOBAL QUALITY 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 GLOBAL QUALITY. 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 GLOBAL QUALITY's alpha and beta are two of the key measurements used to evaluate GLOBAL QUALITY's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.6591
Semi Deviation0.7047
Standard Deviation0.8543
Variance0.7298

GLOBAL QUALITY Against Markets

Picking the right benchmark for GLOBAL QUALITY 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 GLOBAL QUALITY 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 GLOBAL QUALITY is critical whether you are bullish or bearish towards GLOBAL QUALITY PORTFOLIO at a given time. Please also check how GLOBAL QUALITY's historical prices are related to one of the top price index indicators.
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Be your own money manager

Our tools can tell you how much better you can do entering a position in GLOBAL QUALITY 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.

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How to buy GLOBAL Mutual Fund?

Before investing in GLOBAL QUALITY, 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 GLOBAL QUALITY. To buy GLOBAL QUALITY fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of GLOBAL QUALITY. 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 GLOBAL QUALITY fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located GLOBAL QUALITY PORTFOLIO 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 GLOBAL QUALITY PORTFOLIO 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 GLOBAL QUALITY PORTFOLIO, 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 GLOBAL QUALITY PORTFOLIO?

The danger of trading GLOBAL QUALITY PORTFOLIO 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 GLOBAL QUALITY 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 GLOBAL QUALITY. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile GLOBAL QUALITY PORTFOLIO 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 GLOBAL QUALITY PORTFOLIO. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as various price indices. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for GLOBAL Mutual Fund analysis

When running GLOBAL QUALITY's price analysis, check to measure GLOBAL QUALITY's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy GLOBAL QUALITY is operating at the current time. Most of GLOBAL QUALITY's value examination focuses on studying past and present price action to predict the probability of GLOBAL QUALITY's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move GLOBAL QUALITY's price. Additionally, you may evaluate how the addition of GLOBAL QUALITY to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between GLOBAL QUALITY's value and its price as these two are different measures arrived at by different means. Investors typically determine if GLOBAL QUALITY is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, GLOBAL QUALITY's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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