Morgan Stanley China Fund Manager Performance Evaluation
| CAF Fund | USD 12.04 0.03 0.25% |
The fund secures a Beta (Market Risk) of 0.57, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Morgan Stanley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morgan Stanley is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Morgan Stanley China has generated negative risk-adjusted returns adding no value to fund investors. Despite nearly stable basic indicators, Morgan Stanley is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
...more1 | Morgan Stanley China A Share Fund Inc Stock Gains 4.35 percent This Week Is It a Good Pick - InvestorsObserver | 02/09/2024 |
2 | COMMUNITY ACTION FUND - NDN COLLECTIVE - NDN Collective | 02/16/2024 |
3 | CAF, FinDev Canada and IDB Invest launch private climate action fund - Concacaf | 02/21/2024 |
4 | CAF Community Chest Fund supports 14 organisations RailBusinessDaily - RailBusinessDaily | 03/12/2024 |
5 | LA County Launches the Commercial Acquisition Fund To Help Non-Profits Revitalize Commercial Spaces in Local ... - Random Lengths | 04/16/2024 |
| Expense Ratio | 1.7500 |
Morgan |
Morgan Stanley Relative Risk vs. Return Landscape
If you would invest 1,205 in Morgan Stanley China on January 20, 2024 and sell it today you would lose (1.00) from holding Morgan Stanley China or give up 0.08% of portfolio value over 90 days. Morgan Stanley China is generating 0.008% of daily returns assuming volatility of 1.3693% on return distribution over 90 days investment horizon. In other words, 12% of funds are less volatile than Morgan, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Morgan Stanley Current Valuation
Fairly Valued
Today
Please note that Morgan Stanley's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Morgan Stanley China secures a last-minute Real Value of $12.17 per share. The latest price of the fund is $12.04. We determine the value of Morgan Stanley China from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Our valuation method for Morgan Stanley China is useful when determining the fair value of the Morgan fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Morgan Stanley. Since Morgan Stanley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morgan Fund. However, Morgan Stanley's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.04 | Real 12.17 | Hype 12.04 |
The real value of Morgan Fund, also known as its intrinsic value, is the underlying worth of Morgan Stanley China Fund, which is reflected in its stock price. It is based on Morgan Stanley's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Morgan Stanley's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Morgan Stanley's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Morgan Stanley China helps investors to forecast how Morgan fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Morgan Stanley more accurately as focusing exclusively on Morgan Stanley's fundamentals will not take into account other important factors: Morgan Stanley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morgan Stanley's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Morgan Stanley China, and traders can use it to determine the average amount a Morgan Stanley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0058
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CAF |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Morgan Stanley is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morgan Stanley by adding Morgan Stanley to a well-diversified portfolio.
Morgan Stanley Fundamentals Growth
Morgan Fund prices reflect investors' perceptions of the future prospects and financial health of Morgan Stanley, and Morgan Stanley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morgan Fund performance.
| Shares Outstanding | 21.88 M | ||||
| Total Asset | 304.94 M | ||||
| Retained Earnings | (423 K) | ||||
About Morgan Stanley Performance
To evaluate Morgan Stanley China Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Morgan Stanley generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Morgan Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Morgan Stanley China market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Morgan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Morgan Stanley China A Share Fund, Inc. is a closed ended equity mutual fund launched and managed by Morgan Stanley Investment Management Inc. Morgan Stanley China A Share Fund, Inc. was formed on July 6, 2006 and is domiciled in the United States. Morgan Stanley is traded on New York Stock Exchange in the United States.Things to note about Morgan Stanley China performance evaluation
Checking the ongoing alerts about Morgan Stanley for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Morgan Stanley China help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: LA County Launches the Commercial Acquisition Fund To Help Non-Profits Revitalize Commercial Spaces in Local ... - Random Lengths | |
| Morgan Stanley China generated five year return of -8.0% |
- Analyzing Morgan Stanley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morgan Stanley's stock is overvalued or undervalued compared to its peers.
- Examining Morgan Stanley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morgan Stanley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morgan Stanley's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Morgan Stanley's fund. These opinions can provide insight into Morgan Stanley's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Morgan Stanley China. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. For more detail on how to invest in Morgan Fund please use our How to Invest in Morgan Stanley guide.Note that the Morgan Stanley China 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.