Global Opportunity Portfolio Fund Fundamentals
MSOPX Fund | USD 21.89 2.36 0.35% |
Global Opportunity Portfolio fundamentals help investors to digest information that contributes to Global Opportunity'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 Opportunity'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 Opportunity mutual fund.
Global |
Global Five Year Return Analysis
Global Opportunity's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Global Opportunity Five Year Return | 11.36 % |
Most of Global Opportunity's fundamental indicators, such as Five 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 Opportunity Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition |
Global Opportunity Five Year Return Component Assessment
According to the company disclosure, Global Opportunity Portfolio has a Five Year Return of 11.3584%. This is much higher than that of the Morgan Stanley family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.
Global Opportunity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Global Opportunity's current stock value. Our valuation model uses many indicators to compare Global Opportunity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Global Opportunity competition to find correlations between indicators driving Global Opportunity's intrinsic value. More Info.Global Opportunity Portfolio is number one fund in five year return among similar funds. It is number one fund in ten year return among similar funds reporting about 1.47 of Ten Year Return per Five Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Global Opportunity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Global Opportunity's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Global Opportunity's earnings, one of the primary drivers of an investment's value.Global Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Global Opportunity's direct or indirect competition against its Cash Position Weight 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 Opportunity could also be used in its relative valuation, which is a method of valuing Global Opportunity by comparing valuation metrics of similar companies.Global Opportunity is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Global Opportunity
The fund consists of 97.05% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Global Opportunity'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
Total Asset | 183.64 M | |||
Year To Date Return | 12.99 % | |||
One Year Return | 46.53 % | |||
Three Year Return | (1.28) % | |||
Five Year Return | 11.36 % | |||
Ten Year Return | 16.72 % | |||
Net Asset | 2.75 B | |||
Cash Position Weight | 2.95 % | |||
Equity Positions Weight | 97.05 % |
About Global Opportunity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Global Opportunity Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Global Opportunity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Global Opportunity 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 to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. Msif Global is traded on NASDAQ Exchange in the United States.
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Try AI Portfolio ArchitectCheck out Global Opportunity Piotroski F Score and Global Opportunity Altman Z Score analysis. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
Complementary Tools for Global Mutual Fund analysis
When running Global Opportunity's price analysis, check to measure Global Opportunity'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 Opportunity is operating at the current time. Most of Global Opportunity's value examination focuses on studying past and present price action to predict the probability of Global Opportunity'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 Opportunity's price. Additionally, you may evaluate how the addition of Global Opportunity to your portfolios can decrease your overall portfolio volatility.
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