Advantage Portfolio Class Fund Quote
| MPAIX Fund | USD 28.73 0.15 0.52% |
PerformanceFair
| Odds Of DistressLow
|
Advantage Portfolio is trading at 28.73 as of the 27th of August 2025; that is 0.52 percent increase since the beginning of the trading day. The fund's open price was 28.58. Advantage Portfolio has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 29th of May 2025 and ending today, the 27th of August 2025. Click here to learn more.
The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000 Growth Index. In selecting securities for investment, the Adviser typically invests in companies it believes have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive riskreward. More on Advantage Portfolio Class
Moving together with Advantage Mutual Fund
Advantage Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, Large Growth, Morgan Stanley (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Advantage Portfolio Class [MPAIX] is traded in USA and was established 27th of August 2025. Advantage Portfolio is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Morgan Stanley family. This fund now has accumulated 246.2 M in assets with no minimum investment requirementsAdvantage Portfolio Class is currently producing year-to-date (YTD) return of 23.14% with the current yeild of 0.01%, while the total return for the last 3 years was 31.29%.
Check Advantage Portfolio 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 Advantage 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 Advantage 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 Advantage Portfolio Class 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 Advantage Portfolio Class Mutual Fund Constituents
| OKTA | Okta Inc | Stock | Information Technology | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| NOW | ServiceNow | Stock | Information Technology | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| NET | Cloudflare | Stock | Information Technology | |
| WDAY | Workday | Stock | Information Technology | |
| UNP | Union Pacific | Stock | Industrials |
Advantage Portfolio Class Risk Profiles
| Mean Deviation | 0.8707 | |||
| Semi Deviation | 1.0 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 |
Advantage Portfolio Against Markets
Other Information on Investing in Advantage Mutual Fund
Advantage Portfolio financial ratios help investors to determine whether Advantage 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 Advantage with respect to the benefits of owning Advantage Portfolio security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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