Global Opportunity Portfolio Fund Quote
| MGGLX Fund | USD 30.03 0.17 0.56% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Global Opportunity is trading at 30.03 as of the 18th of April 2024; that is -0.56 percent down since the beginning of the trading day. The fund's open price was 30.2. Global Opportunity has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Global Opportunity Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2022 and ending today, the 18th of April 2024. Click here to learn more.
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. In selecting securities for investment, the Adviser seeks high quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. More on Global Opportunity Portfolio
Moving together with Global Mutual Fund
| 0.94 | TEMUX | Emerging Markets Equity | PairCorr |
| 0.76 | DINDX | Global Fixed Me | PairCorr |
| 0.68 | DINCX | Global Fixed Me | PairCorr |
| 0.66 | DINAX | Global Fixed Me | PairCorr |
| 0.78 | MLDAX | Short Duration Me | PairCorr |
| 0.97 | MLMCX | Global E Portfolio | PairCorr |
| 0.98 | MLNCX | Global Centrated Por | PairCorr |
Global Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Global Opportunity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Global Opportunity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 11th of May 2020 |
| Fiscal Year End | December |
Global Opportunity Portfolio [MGGLX] is traded in USA and was established 18th of April 2024. Global Opportunity is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Morgan Stanley family. This fund now has accumulated 6.04 B in assets with no minimum investment requirementsGlobal Opportunity is currently producing year-to-date (YTD) return of 10.14%, while the total return for the last 3 years was -3.25%.
Check Global Opportunity 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 Global 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 Global 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 Global Opportunity Portfolio 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 Global Opportunity Portfolio Mutual Fund Constituents
| DSDVF | DSV Panalpina AS | Pink Sheet | Integrated Freight & Logistics |
| EPAM | EPAM Systems | Stock | Information Technology |
| BKNG | Booking Holdings | Stock | Consumer Discretionary |
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
| ZM | Zoom Video Communications | Stock | Information Technology |
| V | Visa Class A | Stock | Financials |
| UBER | Uber Technologies | Stock | Industrials |
Global Opportunity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Global Opportunity jumping above the current price in 90 days from now is about 44.81%. The Global Opportunity Portfolio probability density function shows the probability of Global Opportunity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2731. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Global Opportunity will likely underperform. Additionally, global Opportunity Portfolio has an alpha of 0.0502, implying that it can generate a 0.0502 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Global Opportunity to move above the current price in 90 days from now is about 44.81 (This Global Opportunity Portfolio probability density function shows the probability of Global Mutual Fund to fall within a particular range of prices over 90 days) .
Global Opportunity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Global Opportunity market risk premium is the additional return an investor will receive from holding Global Opportunity 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 Global Opportunity. 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 Global Opportunity's alpha and beta are two of the key measurements used to evaluate Global Opportunity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8564 | |||
| Semi Deviation | 0.9393 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 |
Global Opportunity Against Markets
Picking the right benchmark for Global Opportunity mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Global Opportunity mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Global Opportunity is critical whether you are bullish or bearish towards Global Opportunity Portfolio at a given time. Please also check how Global Opportunity's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Global Opportunity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Options Analysis Now
Options AnalysisAnalyze and evaluate options and option chains as a potential hedge for your portfolios |
| All Next | Launch Module |
How to buy Global Mutual Fund?
Before investing in Global Opportunity, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Global Opportunity. To buy Global Opportunity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Global Opportunity. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Global Opportunity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Global Opportunity Portfolio fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Global Opportunity Portfolio fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Global Opportunity Portfolio, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Global Opportunity Portfolio?
The danger of trading Global Opportunity Portfolio is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Global Opportunity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Global Opportunity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Global Opportunity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Global Opportunity Portfolio. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.