Morgan Stanley Investment Funds - US Advantage Fund ZX (EUR)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 71.0 | -1.7 | -49.1 | 37.4 | -1.2 |
![]() | +/-Cat | 39.8 | -23.6 | -27.6 | 10.7 | -13.4 |
![]() | +/-B’mrk | 39.1 | -29.1 | -25.8 | 5.4 | -18.8 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 14/08/2024 | EUR 91.76 | |
Day Change | 0.61% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU0360613169 | |
Fund Size (Mil) 14/08/2024 | USD 3404.75 | |
Share Class Size (Mil) 14/08/2024 | USD 21.00 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 31/03/2024 | 0.81% |
Morningstar Research |
Analyst Report | 06/03/2024 Robby Greengold, Strategist Morningstar, Inc |
The strategy, which includes Luxembourg-domiciled MS INVF US Advantage and UK-domiciled Morgan Stanley US Advantage, can overcome its weaknesses. Its Morningstar Analyst Rating ranges from Gold to Neutral, depending on share class cost. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Morgan Stanley Investment Funds - US Advantage Fund ZX (EUR) |
The Fund’s investment objective is to seek long-term capital appreciation, measured in US Dollars, by investing primarily in securities issued by US companies and on an ancillary basis in securities issued by companies that are not from the US. An issuer may be considered to be from a particular country (including the US) or geographic region if (i) its principal securities trading market is in that country or geographic region; (ii) alone or on a consolidated basis it derives 50% or more of its annual revenue from goods produced, sales made or services performed in that country or geographic region; or (iii) it is organized under the laws of, or has a principal office in, that country or geographic region. By applying these tests, it is possible that a particular issuer could be deemed to be from more than one country or geographic region. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Dennis Lynch 22/06/2009 | ||
Alexander Norton 22/06/2009 | ||
Click here to see others | ||
Inception Date 11/08/2008 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - US Advantage Fund ZX (EUR) | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.76 |
![]() | ![]() | 7.44 |
![]() | ![]() | 6.99 |
![]() | ![]() | 6.17 |
![]() | ![]() | 5.48 |
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Morgan Stanley Investment Funds - US Advantage Fund ZX (EUR) |