Morgan Stanley Investment Funds - US Advantage Fund ZX

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Advantage Fund ZX
Fund20.78.121.671.59.0
+/-Cat4.85.7-5.640.4-9.2
+/-B’mrk1.83.5-9.537.3-11.2
 
Key Stats
NAV
21/09/2021
 USD 170.53
Day Change 0.40%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0360613169
Fund Size (Mil)
21/09/2021
 USD 15136.23
Share Class Size (Mil)
21/09/2021
 USD 522.81
Max Initial Charge 1.00%
Ongoing Charge
18/02/2021
  0.85%
Morningstar Research
Analyst Report

Morgan Stanley INVF US Advantage’s strong foundation supports its Morningstar Analyst Rating of Silver for its cheapest share classes, while more expensive ones are rated Bronze or Neutral. This eclectic strategy’s edge starts with its...

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 Advantage Fund ZX
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.
Returns
Trailing Returns (GBP)21/09/2021
YTD7.68
3 Years Annualised25.91
5 Years Annualised24.78
10 Years Annualised-
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
Click here to see others
Inception Date
11/08/2008
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 TR USDRussell 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 Advantage Fund ZX31/08/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.740.0097.74
Bond0.000.000.00
Property0.000.000.00
Cash2.990.442.55
Other0.000.30-0.30
Top 5 Regions%
United States87.01
Canada6.62
Eurozone5.01
United Kingdom1.37
Latin America0.00
Top 5 Sectors%
Technology45.51
Communication Services24.09
Healthcare14.69
Consumer Cyclical10.40
Consumer Defensive2.64
Top 5 HoldingsSector%
Shopify Inc ATechnologyTechnology6.46
Square Inc ATechnologyTechnology5.65
Twitter IncCommunication ServicesCommunication Services5.45
Snowflake Inc Ordinary Shares - ... TechnologyTechnology5.44
Twilio Inc ACommunication ServicesCommunication Services4.91
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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