Morgan Stanley Investment Funds - US Advantage Fund ZX

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Performance History31/01/2025
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Advantage Fund ZX
Fund-2.2-48.937.533.811.5
+/-Cat-24.1-27.410.88.56.9
+/-B’mrk-29.6-25.65.5-1.48.2
 
Key Stats
NAV
07/02/2025
 USD 148.45
Day Change 2.10%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0360613169
Fund Size (Mil)
07/02/2025
 USD 4186.44
Share Class Size (Mil)
07/02/2025
 USD 26.67
Max Initial Charge 1.00%
Ongoing Charge
03/01/2025
  0.81%
Morningstar Research
Analyst Report06/03/2024
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
People25
Parent23
Process24
Performance
Price
Investment Objective: Morgan Stanley Investment Funds - US Advantage Fund ZX
The Fund’s investment objective is to seek long-term capital appreciation (measured in USD). The investment process will emphasise a bottom-up stock selection process, seeking attractive investments on an individual company basis. In selecting securities for investment, the investment manager typically invests in companies it believes have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark.
Returns
Trailing Returns (GBP)07/02/2025
YTD12.00
3 Years Annualised8.89
5 Years Annualised9.67
10 Years Annualised14.30
12 Month Yield 0.00
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Dennis Lynch
22/06/2009
Alexander Norton
22/06/2009
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Inception Date
11/08/2008
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 TR USDMorningstar US LM Brd Growth NR 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 Advantage Fund ZX31/12/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.050.0096.05
Bond1.270.001.27
Property0.000.000.00
Cash3.660.643.01
Other0.000.33-0.33
Top 5 Regions%
United States76.74
Eurozone10.81
Canada6.32
Latin America4.93
United Kingdom1.20
Top 5 Sectors%
Technology46.20
Consumer Cyclical29.24
Communication Services11.57
Healthcare6.75
Industrials2.59
Top 5 HoldingsSector%
Cloudflare IncTechnologyTechnology9.52
Tesla IncConsumer CyclicalConsumer Cyclical9.43
DoorDash Inc Ordinary Shares - C... Communication ServicesCommunication Services6.18
Shopify Inc Registered Shs -A- S... TechnologyTechnology6.07
Roblox Corp Ordinary Shares - Cl... Communication ServicesCommunication Services4.93
Morgan Stanley Investment Funds - US Advantage Fund ZX

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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)
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