Morgan Stanley Investment Funds - US Growth Fund ZX

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Performance History30/04/2024
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Growth Fund ZX
Fund110.52.9-55.341.0-0.6
+/-Cat79.4-19.0-33.714.3-8.1
+/-B’mrk78.6-24.5-32.08.9-9.4
 
Key Stats
NAV
21/05/2024
 USD 56.34
Day Change 0.32%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0360610066
Fund Size (Mil)
21/05/2024
 USD 3060.29
Share Class Size (Mil)
21/05/2024
 USD 41.70
Max Initial Charge 1.00%
Ongoing Charge
31/03/2024
  0.82%
Morningstar Research
Analyst Report06/03/2024
Robby Greengold, Strategist
Morningstar, Inc

Morgan Stanley Institutional Growth can pick up the pieces after a disastrous 2022. Its Morningstar Analyst Rating ranges from Gold to Neutral, depending on share-class fees. The strategy is coming off its worst year on record. It lost about...

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 Growth 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 U.S. companies and on an ancillary basis in securities issued by companies that are not from the U.S. 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.
Returns
Trailing Returns (GBP)21/05/2024
YTD-2.11
3 Years Annualised-11.94
5 Years Annualised5.15
10 Years Annualised-
12 Month Yield 0.00
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Alexander Norton
30/05/1999
Jason Yeung
01/01/2002
Click here to see others
Inception Date
24/07/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 Growth 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 Growth Fund ZX30/04/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.900.0095.90
Bond0.450.000.45
Property0.000.000.00
Cash2.410.032.38
Other1.270.001.27
Top 5 Regions%
United States90.16
Eurozone3.72
Latin America2.76
Middle East2.16
United Kingdom1.19
Top 5 Sectors%
Technology50.46
Consumer Cyclical26.09
Communication Services12.32
Healthcare8.64
Financial Services2.49
Top 5 HoldingsSector%
Cloudflare IncTechnologyTechnology9.36
DoorDash Inc Ordinary Shares - C... Communication ServicesCommunication Services7.30
Shopify Inc Registered Shs -A- S... TechnologyTechnology6.61
Tesla IncConsumer CyclicalConsumer Cyclical5.66
Snowflake Inc Ordinary Shares - ... TechnologyTechnology5.48
Morgan Stanley Investment Funds - US Growth 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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