Morgan Stanley Global Fund Quote
| MSJIX Fund | USD 18.52 0.02 0.11% |
PerformanceSolid
| Odds Of DistressLow
|
Morgan Stanley is trading at 18.52 as of the 21st of July 2025; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 18.54. Morgan Stanley has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 1st of August 2023 and ending today, the 21st of July 2025. Click here to learn more.
Under normal market conditions, the Adviser seeks to achieve the funds investment objective by investing primarily in equity securities of established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. More on Morgan Stanley Global
Moving together with Morgan Mutual Fund
Morgan Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, Morgan Stanley (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Morgan Stanley Global [MSJIX] is traded in USA and was established 21st of July 2025. Morgan Stanley is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Morgan Stanley family. This fund now has accumulated 43.95 M in assets with minimum initial investment of 5 M. Morgan Stanley Global is currently producing year-to-date (YTD) return of 10.7% with the current yeild of 0.01%, while the total return for the last 3 years was 17.51%.
Check Morgan Stanley 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 Morgan 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 Morgan 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 Morgan Stanley Global 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 Morgan Stanley Global Mutual Fund Constituents
| SFIX | Stitch Fix | Stock | Consumer Discretionary | |
| XPO | XPO Logistics | Stock | Industrials | |
| W | Wayfair | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SKLZ | Skillz Platform | Stock | Communication Services | |
| RPRX | Royalty Pharma Plc | Stock | Health Care | |
| APPN | Appian Corp | Stock | Information Technology | |
| HEI | Heico | Stock | Industrials |
Morgan Stanley Global Risk Profiles
| Mean Deviation | 0.9808 | |||
| Semi Deviation | 0.9661 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.55 |
Morgan Stanley Against Markets
Other Information on Investing in Morgan Mutual Fund
Morgan Stanley financial ratios help investors to determine whether Morgan 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 Morgan with respect to the benefits of owning Morgan Stanley security.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |