Morgan Stanley Investment Funds - US Growth Fund A (EUR)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | -55.8 | 39.8 | -2.0 |
![]() | +/-Cat | - | - | -34.3 | 13.1 | -14.3 |
![]() | +/-B’mrk | - | - | -32.5 | 7.8 | -19.6 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 14/08/2024 | EUR 15.23 | |
Day Change | 0.34% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU2295319565 | |
Fund Size (Mil) 13/08/2024 | USD 2702.90 | |
Share Class Size (Mil) 13/08/2024 | EUR 7.65 | |
Max Initial Charge | 5.75% | |
Ongoing Charge 31/03/2024 | 1.66% |
Morningstar Research |
Analyst Report | 06/03/2024 Robby Greengold, Strategist Morningstar, Inc |
Morgan Stanley Institutional Growth can pick up the pieces after a disastrous 2022. Its Morningstar Analyst Rating ranges from Gold to Neutral, depending on share-class fees. The strategy is coming off its worst year on record. It lost about... | |
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 Growth Fund A (EUR) |
The Fund’s investment objective is to seek long term capital appreciation, measured in US Dollars, by investing primarily in securities issued by U.S. companies and on an ancillary basis in securities issued by companies that are not from the U.S. 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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alexander Norton 30/05/1999 | ||
Jason Yeung 01/01/2002 | ||
Click here to see others | ||
Inception Date 26/02/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Morgan Stanley Investment Funds - US Growth Fund A (EUR) | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.50 |
![]() | ![]() | 7.73 |
![]() | ![]() | 7.28 |
![]() | ![]() | 6.23 |
![]() | ![]() | 6.18 |
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Morgan Stanley Investment Funds - US Growth Fund A (EUR) |