Morgan Stanley Investment Funds - US Growth Fund IXRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | 12.1 | 17.6 | 110.4 | 2.8 | -46.1 |
| +/-Cat | 9.8 | -9.6 | 79.3 | -19.1 | -32.1 |
| +/-B’mrk | 7.5 | -13.5 | 76.2 | -25.9 | -35.8 |
| Category: US Large-Cap Growth Equity | ||||||
| Category Benchmark: Russell 1000 Growth TR USD | ||||||
| Key Stats | ||
| NAV 10/08/2022 | USD 181.96 | |
| Day Change | 2.65% | |
| Morningstar Category™ | US Large-Cap Growth Equity | |
| ISIN | LU0239688608 | |
| Fund Size (Mil) 10/08/2022 | USD 3556.26 | |
| Share Class Size (Mil) 10/08/2022 | USD 18.48 | |
| Max Initial Charge | 3.00% | |
| Ongoing Charge 13/05/2022 | 0.89% | |
| Morningstar Research |
| Analyst Report |
Morgan Stanley INVF US Growth’s ups and downs are on full display. Its Morningstar Analyst Rating ranges from Neutral to Silver, depending on share class cost. Wide performance swings are inevitable at this growth-fueled strategy. It has taken a... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | High |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Morgan Stanley Investment Funds - US Growth Fund IX |
| 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 | ||
Alexander Norton 30/05/1999 | ||
Jason Yeung 30/09/2002 | ||
| Click here to see others | ||
Inception Date 31/01/2006 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| Russell 1000 Growth TR EUR | Russell 1000 Growth TR USD |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Morgan Stanley Investment Funds - US Growth Fund IX | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Snowflake Inc Ordinary Shares - ...
|  Technology | 6.93 |
 Royalty Pharma PLC Class A |  Healthcare | 6.76 |
| Datadog Inc Class A | Technology | 5.22 |
| Cloudflare Inc | Technology | 4.96 |
| The Trade Desk Inc Class A | Technology | 4.92 |
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 Increase Decrease  New since last portfolio | ||
| Morgan Stanley Investment Funds - US Growth Fund IX | ||
