Morgan Stanley Investment Funds - US Growth Fund ZX

Register to Unlock Ratings
Performance History31/03/2021
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Growth Fund ZX
Fund31.712.217.6110.5-3.9
+/-Cat15.89.8-9.679.4-5.3
+/-B’mrk12.87.6-13.576.3-3.9
 
Key Stats
NAV
20/04/2021
 USD 98.79
Day Change -1.55%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0360610066
Fund Size (Mil)
20/04/2021
 USD 7442.22
Share Class Size (Mil)
20/04/2021
 USD 120.11
Max Initial Charge 1.00%
Ongoing Charge
18/02/2021
  0.85%
Morningstar Research
Analyst Report

Morgan Stanley INVF US Growth brings big risks and rewards, supporting its Morningstar Analyst Rating of Silver for its cheapest share classes, while more expensive ones earn 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 Growth Fund ZX
The US Growth 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)20/04/2021
YTD1.59
3 Years Annualised37.73
5 Years Annualised34.69
10 Years Annualised-
12 Month Yield 0.00
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Dennis Lynch
30/05/1997
Alexander Norton
30/05/1999
Click here to see others
Inception Date
24/07/2015
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 Gr(TR Net of 30% withh tax)Russell 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 ZX31/03/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.080.0095.08
Bond0.000.000.00
Property0.000.000.00
Cash5.120.005.12
Other0.440.64-0.19
Top 5 Regions%
United States93.47
Canada5.37
Eurozone1.17
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology36.53
Communication Services34.09
Healthcare16.40
Consumer Cyclical12.00
Energy0.69
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical5.58
Square Inc ATechnologyTechnology5.49
Uber Technologies IncTechnologyTechnology5.20
Twitter IncCommunication ServicesCommunication Services5.18
Shopify Inc ATechnologyTechnology5.10
Morgan Stanley Investment Funds - US Growth Fund ZX

Related

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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement