Small Company is trading at 16.69 as of the 3rd of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 16.69. Small Company has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. Equity ratings for Small Pany Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
The fund will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000 Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. More on Small Pany Growth
Small Pany Growth [MSSGX] is traded in USA and was established 3rd of December 2024. Small Company is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Morgan Stanley family. The entity is thematically classified as Small Growth Funds. This fund now has accumulated 446.7 M in assets with no minimum investment requirementsSmall Pany Growth is currently producing year-to-date (YTD) return of 35.25%, while the total return for the last 3 years was -8.37%.
Check Small Company 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 Small 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 Small 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 Small Pany 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.
Other Information on Investing in Small Mutual Fund
Small Company financial ratios help investors to determine whether Small Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small with respect to the benefits of owning Small Company security.