Small Pany Growth Fund Quote
MFLLX Fund | USD 11.22 0.08 0.72% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Small Company is trading at 11.22 as of the 5th of June 2024; that is 0.72% increase since the beginning of the trading day. The fund's open price was 11.14. Small Company has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over 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 6th of May 2024 and ending today, the 5th of June 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
Moving against Small Mutual Fund
Small Mutual Fund Highlights
Fund Concentration | Morgan Stanley Funds, Large Funds, Small Growth Funds, Small Growth, Morgan Stanley (View all Sectors) |
Update Date | 30th of June 2024 |
Small Pany Growth [MFLLX] is traded in USA and was established 5th of June 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. This fund now has accumulated 297.58 M in assets with no minimum investment requirementsSmall Pany Growth is currently producing year-to-date (YTD) return of 3.04%, while the total return for the last 3 years was -24.1%.
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.
Top Small Pany Growth Mutual Fund Constituents
UPWK | Upwork Inc | Stock | Industrials |
RAMP | Liveramp Holdings | Stock | Information Technology |
OSTK | Overstockcom | Stock | Consumer Discretionary |
FSLY | Fastly Inc | Stock | Information Technology |
OLO | Olo Inc | Etf | Information Technology |
PCOR | Procore Technologies | Stock | Information Technology |
GDRX | Goodrx Holdings | Stock | Health Care |
Small Pany Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Small Company market risk premium is the additional return an investor will receive from holding Small Company 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 Small Company. 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 Small Company's alpha and beta are two of the key measurements used to evaluate Small Company's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 1.35 | |||
Standard Deviation | 1.73 | |||
Variance | 2.98 | |||
Risk Adjusted Performance | (0.04) |
Small Company Against Markets
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.
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