MUOAX
Morgan Stanley Inst US Core-A
$28.58
0.07 (0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 316.466M |
| 52 Week High | 28.58 |
| 52 Week Low | 19.367 |
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Key Data
| Symbol | MUOAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 28.58 |
| Price Yesterday | 28.51 |
| Market Cap | 316.47 |
| YTD Return | 25.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0525 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0115 |
Overview
| 52 Week High | 28.58 |
|---|---|
| 52 Week Low | 19.37 |
| Market Cap | 316.47M |
| Shares Outstanding | 11.07M |
| Income Dividend Yield | 0.05% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.05% |
Returns Annualized
| One Day | 85.63% |
|---|---|
| Five Days | 148.03% |
| One Months | 83.25% |
| Three Months | 48.11% |
| Six Months | 59.77% |
| Nine Months | 57.94% |
| One Year | 38.41% |
| Three Years | 10.14% |
| Five Years | 16.93% |
| Ten Years | -999 |
| YTD | 54.76% |
| Since Inception | 14.26% |
Returns Total
| One Day | 0.25% |
|---|---|
| Five Days | 1.82% |
| One Month | 4.92% |
| Three Months | 10.13% |
| Six Months | 25.90% |
| Nine Months | 40.33% |
| One Year | 38.36% |
| Three Years | 33.40% |
| Five Years | 118.12% |
| Ten Years | -999 |
| YTD | 25.24% |
| Since Inception | 193.70% |
Yearly Returns
| 2024 | 25.24% |
|---|---|
| 2023 | 17.71% |
| 2022 | -20.42% |
| 2021 | 35.58% |
| 2020 | 23.77% |
| 2019 | 35.69% |
| 2018 | -11.36% |
| 2017 | 18.80% |
| 2016 | 4.41% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | 7.63% |
|---|---|
| Beta | 1.09 |
| Correlation | 97.85% |
| Downside Deviation | 3.08% |
| Coefficient of determination | 95.75% |
| Standard Deviation | 3.58% |
| Sharpe Ratio | 0.78 |
| Sortino | 3.15 |
| Treynor | 30.34 |
| Ulcer Index | 2.75 |
| Ulcer Performance Index | 3.52 |