Global Franchise Portfolio Fund Three Year Return

MSGFX Fund  USD 33.75  0.31  0.91%   
Global Franchise Portfolio fundamentals help investors to digest information that contributes to Global Franchise's financial success or failures. It also enables traders to predict the movement of Global Mutual Fund. The fundamental analysis module provides a way to measure Global Franchise's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Global Franchise mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Global Three Year Return Analysis

Global Franchise's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Global Franchise Three Year Return

    
  5.76 %  
Most of Global Franchise's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Global Franchise Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Global Franchise Three Year Return Component Assessment

Based on the latest financial disclosure, Global Franchise Portfolio has a Three Year Return of 5.7599%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.

Global Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Global Franchise's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Global Franchise could also be used in its relative valuation, which is a method of valuing Global Franchise by comparing valuation metrics of similar companies.
Global Franchise is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Global Franchise

The fund consists of 98.08% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Global Franchise's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Global Fundamentals

About Global Franchise Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Global Franchise Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Global Franchise using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Global Franchise Portfolio based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund seeks long-term capital appreciation by investing primarily in equity securities of issuers located throughout the world that they believe have, among other things, sustainable competitive advantages, capable management and financial strength. Normally, it invests in securities of issuers from at least three different countries, which may include the United States. The fund may concentrate its holdings in a relatively small number of companies and may invest up to 25 percent of its total assets in a single issuer. It may utilize foreign currency forward exchange contracts.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Global Franchise Piotroski F Score and Global Franchise Altman Z Score analysis.
Note that the Global Franchise Por information on this page should be used as a complementary analysis to other Global Franchise'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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for Global Mutual Fund analysis

When running Global Franchise's price analysis, check to measure Global Franchise'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 Franchise is operating at the current time. Most of Global Franchise's value examination focuses on studying past and present price action to predict the probability of Global Franchise'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 Franchise's price. Additionally, you may evaluate how the addition of Global Franchise to your portfolios can decrease your overall portfolio volatility.
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Sign In To Macroaxis
Sign in to explore Macroaxis' wealth optimization platform and fintech modules
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
CEOs Directory
Screen CEOs from public companies around the world
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Please note, there is a significant difference between Global Franchise's value and its price as these two are different measures arrived at by different means. Investors typically determine if Global Franchise is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Global Franchise'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.