Advantage Portfolio Competition

MAPPX Fund

USD 24.54 -0.22 -0.89%

The fund is listed under Large Growth category and is part of Morgan Stanley family. Advantage Portfolio Class operates alongside Advantage Portfolio, Df Dent, Wilshire International, Teton Westwood, and Enhanced and other firms in the same space. The peer set adds context for comparison. Peer comparison for Advantage Portfolio provides quick context before deeper valuation work.

Advantage Portfolio and Frost Growth Correlation Summary

Good diversification

For the present investment horizon, the measured correlation between MAPPX and FACEX stands at -0.15, or Good diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving against Advantage Mutual Fund

0.93	MRHYX	Msift High Yield	Pair Corr
0.86	TEMUX	Emerging Markets Equity	Pair Corr
0.82	DINDX	Global Fixed Income	Pair Corr
0.79	MPFDX	Corporate Bond Portfolio	Pair Corr
0.78	TIFUX	International Fixed	Pair Corr

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The mean reversion framework for Advantage Portfolio's is built on the premise that markets are not perfectly efficient and that prices periodically overshoot their intrinsic value in both directions.

Hype

Prediction

Low	Estimated	High
22.78	24.54	26.30

Details

Intrinsic

Valuation

Low	Real	High
20.90	22.66	26.99

Details

Investors analyzing Advantage Portfolio Class should position it within its competitive landscape. Superior peer-relative performance is one of the strongest justifications for a valuation premium.

Advantage Portfolio Competition Correlation Matrix

Correlation analysis between Advantage Portfolio Class and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	MPAIX	DFDPX	WLCTX	WEIMX	DFELX	FSTCX	BGLYX	FACEX
MPAIX		0.86	-0.78	-0.88	-0.43	-0.9	-0.88	-0.15	MPAIX
DFDPX	0.86		-0.6	-0.76	-0.22	-0.9	-0.92	0.05	DFDPX
WLCTX	-0.78	-0.6		0.91	0.81	0.74	0.73	0.59	WLCTX
WEIMX	-0.88	-0.76	0.91		0.6	0.89	0.88	0.32	WEIMX
DFELX	-0.43	-0.22	0.81	0.6		0.34	0.33	0.95	DFELX
FSTCX	-0.9	-0.9	0.74	0.89	0.34		0.96	0.04	FSTCX
BGLYX	-0.88	-0.92	0.73	0.88	0.33	0.96		0.04	BGLYX
FACEX	-0.15	0.05	0.59	0.32	0.95	0.04	0.04		FACEX
	MPAIX	DFDPX	WLCTX	WEIMX	DFELX	FSTCX	BGLYX	FACEX

High positive correlations

BGLYX	+ 0.96	FSTCX
FACEX	+ 0.95	DFELX
WEIMX	+ 0.91	WLCTX
FSTCX	+ 0.89	WEIMX
BGLYX	+ 0.88	WEIMX
DFDPX	+ 0.86	MPAIX

High negative correlations

BGLYX	- 0.92	DFDPX
FSTCX	- 0.9	DFDPX
FSTCX	- 0.9	MPAIX
BGLYX	- 0.88	MPAIX
WEIMX	- 0.88	MPAIX
WLCTX	- 0.78	MPAIX

Risk-Adjusted Indicators

There is a big difference between Advantage Mutual Fund performing well and Advantage Portfolio Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Advantage Portfolio's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MPAIX	1.31	-0.11	0.00	-0.09	0.00	0.00	2.41	-3.48	9.23
DFDPX	0.68	-0.14	0.00	-0.17	0.00	0.00	1.27	-2.00	5.05
WLCTX	0.74	0.26	0.25	0.27	0.61	-0.92	1.54	-1.23	14.80
WEIMX	0.81	0.17	0.18	0.16	0.69	-0.93	2.05	-1.52	4.63
DFELX	0.78	0.21	0.25	0.29	0.49	-1.03	0.89	-1.23	17.48
FSTCX	0.89	0.20	0.19	0.42	0.85	-0.97	1.89	-1.47	4.26
BGLYX	0.49	0.13	0.17	0.48	0.40	-0.54	1.17	-1.11	2.87
FACEX	1.17	0.32	0.31	0.55	0.65	-1.58	1.16	-1.83	32.12

Advantage Portfolio Competitive Analysis

Understanding where Advantage Portfolio stands in its competitive peer group is essential for assessing its investment potential. Investors can use Advantage Portfolio's competitive analysis to identify whether the company commands pricing power or faces margin pressure.

Better Than Average

Worse Than Peers

View Performance Chart

	MAPPX	MPAIX	DFDPX	WLCTX	WEIMX	DFELX	FSTCX	BGLYX	FACEX
	0.89 24.54 Advantage	0.87 26.14 Advantage	0.23 34.31 DFDPX	0.40 12.51 Wilshire	1.52 16.25 Teton	0.82 14.68 Enhanced	1.52 66.07 Telecommunications	0.54 12.78 Brookfield	1.10 12.92 Frost
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Low	Very Low	Low	Very Low	Very Low	Stable
Market Performance (90 Days Performance)	Weak	Weak	Weak	Balanced	Balanced	Moderate	Constructive	Constructive	Moderate
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Hold	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy	Strong Buy
Net Asset	233.38 M	233.38 M	214.98 M	245.8 M	189.04 M	363.36 M	231.83 M	217.89 M	222.38 M
Minimum Initial Investment	N/A	N/A	2.5 K	2.5 K	500 K	N/A	N/A	1 K	N/A
Price To Book	5.4	5.4	4.5	1.88	1.83	N/A	2.06	2.15	4.87
Five Year Return	-1.88	-1.57	4.29	9.84	6.5	12.37	5.91	10.13	11.57
One Year Return	3.84	4.22	0.0807	37.97	29.63	17.69	16.82	25.24	9.51
Last Dividend Paid	N/A	N/A	N/A	N/A	N/A	0.13	0.3	0.06	N/A
Price To Earning	25.75	25.75	28.36	17.56	17.14	N/A	21.04	24.87	23.47
Price To Sales	2.79	2.79	3.27	1.29	0.85	N/A	1.2	1.91	2.73
Cash Position Weight	2.52	2.52	0.06	3.13	2.07	6.77	2.74	3.31	2.35
Equity Positions Weight	97.48	97.48	99.94	66.66	97.42	51.19	97.26	96.69	97.65
Three Year Return	21.95	22.34	9.96	20.0	10.64	20.4	15.59	13.48	24.06
Annual Yield	N/A	3.0E-4	N/A	0.0241	0.0061	0.0427	0.0236	0.0176	N/A
Year To Date Return	22.9	23.14	0.46	10.74	12.4	0.81	11.93	13.36	0.51
Bond Positions Weight	N/A	N/A	N/A	12.03	N/A	29.74	N/A	N/A	N/A
Ten Year Return	17.79	18.15	15.69	5.45	7.35	13.15	10.03	N/A	14.74
Day Typical Price	24.54	26.14	34.31	12.51	16.25	14.68	66.07	12.78	12.92
Daily Balance Of Power	0	0	9.2 T	0	0	9.2 T	0	0	9.2 T
Period Momentum Indicator	-0.22	-0.23	0.08	-0.05	-0.25	0.12	-1.02	-0.07	0.14
Rate Of Daily Change	0.99	0.99	1.0	1.0	0.98	1.01	0.98	0.99	1.01
Day Median Price	24.54	26.14	34.31	12.51	16.25	14.68	66.07	12.78	12.92
Price Action Indicator	-0.11	-0.12	0.04	-0.03	-0.12	0.06	-0.51	-0.04	0.07
Relative Strength Index	48.2	48.25	40.99	49.82	52.26	54.99	55.51	60.12	56.51
Coefficient Of Variation	-1,920	-1,704	-722.62	588.48	572.33	937.54	534.25	463.47	1138.13
Mean Deviation	1.32	1.31	0.6843	0.7428	0.8087	0.7766	0.8926	0.4946	1.17
Jensen Alpha	-0.1	-0.11	-0.14	0.2594	0.1704	0.2052	0.1961	0.1286	0.3221
Total Risk Alpha	-0.1	-0.11	-0.14	0.2597	0.1704	0.2056	0.1963	0.1287	0.3231
Sortino Ratio	N/A	N/A	N/A	0.2489	0.1808	0.2494	0.1895	0.1739	0.3106
Downside Variance	N/A	N/A	N/A	1.09	0.8875	0.677	1.07	0.5481	1.08
Standard Deviation	1.73	1.72	0.9212	1.58	1.03	2.02	1.1	0.6419	3.78
Kurtosis	0.7272	0.7769	1.33	34.67	-0.20	50.56	-0.53	-0.04	59.02
Potential Upside	2.39	2.41	1.27	1.54	2.05	0.8892	1.89	1.17	1.16
Treynor Ratio	-0.09	-0.09	-0.17	0.2679	0.1576	0.2924	0.4237	0.4761	0.552
Maximum Drawdown	9.26	9.23	5.05	14.8	4.63	17.48	4.26	2.87	32.12
Variance	2.99	2.95	0.8485	2.51	1.06	4.06	1.21	0.412	14.27
Market Risk Adjusted Performance	-0.08	-0.08	-0.16	0.2779	0.1676	0.3024	0.4337	0.4861	0.562
Risk Adjusted Performance	-0.03	-0.04	-0.11	0.137	0.1381	0.089	0.1483	0.1654	0.0762
Skewness	-0.21	-0.21	-0.62	4.8	0.179	6.65	0.1231	-0.29	7.47
Semi Deviation	N/A	N/A	N/A	0.6118	0.6945	0.4899	0.8472	0.3961	0.6533
Information Ratio	-0.06	-0.06	-0.15	0.1638	0.1653	0.1018	0.1783	0.2006	0.0853
Value At Risk	-3.50	-3.48	-2.00	-1.23	-1.52	-1.23	-1.47	-1.11	-1.83
Expected Short fall	N/A	N/A	N/A	-0.92	-0.93	-1.03	-0.97	-0.54	-1.58
Downside Deviation	N/A	N/A	N/A	1.04	0.9421	0.8228	1.04	0.7404	1.04
Semi Variance	N/A	N/A	N/A	0.3743	0.4824	0.24	0.7177	0.1569	0.4268

Advantage Portfolio Peer Performance Charts

How to Analyze Advantage Portfolio Against Peers

Advantage Portfolio's peer analysis compares Advantage Portfolio with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Advantage Portfolio trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Advantage Portfolio leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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