Morgan Stanley Investment Funds - US Advantage Fund ZXRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -2.2 | -48.9 | 37.5 | 33.8 | 11.5 |
![]() | +/-Cat | -24.1 | -27.4 | 10.8 | 8.5 | 6.9 |
![]() | +/-B’mrk | -29.6 | -25.6 | 5.5 | -1.4 | 8.2 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
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 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 |
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. |
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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 | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.52 |
![]() | ![]() | 9.43 |
![]() | ![]() | 6.18 |
![]() | ![]() | 6.07 |
![]() | ![]() | 4.93 |
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Morgan Stanley Investment Funds - US Advantage Fund ZX |