Morgan Stanley Investment Funds - US Growth Fund IX

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Growth Fund IX
Fund12.117.6110.42.8-46.1
+/-Cat9.8-9.679.3-19.1-32.1
+/-B’mrk7.5-13.576.2-25.9-35.8
 
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
PeopleHigh
ParentAverage
ProcessAbove 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
Trailing Returns (GBP)10/08/2022
YTD-36.74
3 Years Annualised6.12
5 Years Annualised13.85
10 Years Annualised18.39
12 Month Yield 0.00
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Alexander Norton
30/05/1999
Jason Yeung
30/09/2002
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Inception Date
31/01/2006
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 Growth TR EURRussell 1000 Growth TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Morgan Stanley Investment Funds - US Growth Fund IX30/06/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.960.0094.96
Bond0.000.000.00
Property0.000.000.00
Cash6.100.275.83
Other0.000.79-0.79
Top 5 Regions%
United States82.13
Eurozone6.05
Canada5.05
Asia - Developed4.79
Latin America1.98
Top 5 Sectors%
Technology57.08
Healthcare20.12
Consumer Cyclical11.27
Communication Services9.92
Financial Services1.62
Top 5 HoldingsSector%
Snowflake Inc Ordinary Shares - ... TechnologyTechnology6.93
Royalty Pharma PLC Class AHealthcareHealthcare6.76
Datadog Inc Class ATechnologyTechnology5.22
Cloudflare IncTechnologyTechnology4.96
The Trade Desk Inc Class ATechnologyTechnology4.92
Morgan Stanley Investment Funds - US Growth Fund IX

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)