Morgan Stanley Investment Funds - US Growth Fund I

Performance History31/08/2020
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Growth Fund I
Fund16.431.712.117.679.5
+/-Cat-5.915.79.8-9.656.5
+/-B’mrk-11.312.77.5-13.550.4
 
Key Stats
NAV
30/09/2020
 USD 269.08
Day Change -0.23%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0042381250
Fund Size (Mil)
30/09/2020
 USD 5067.48
Share Class Size (Mil)
30/09/2020
 USD 738.31
Max Initial Charge 3.00%
Ongoing Charge
19/02/2020
  0.89%
Morningstar Research
Analyst Report

An established and insightful team and a well-executed and distinctive approach power MS INVF US Growth's Morningstar Analyst Rating of Silver for its cheapest share classes, while pricier ones earn Bronze and Neutral ratings. Dennis Lynch’s...

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 I
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)30/09/2020
YTD91.68
3 Years Annualised39.77
5 Years Annualised34.94
10 Years Annualised24.12
12 Month Yield 0.00
Management
Manager Name
Start Date
Dennis Lynch
01/07/2004
Alexander Norton
01/07/2004
Click here to see others
Inception Date
01/08/1992
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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 I31/08/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.320.0093.32
Bond0.000.000.00
Property0.000.000.00
Cash6.060.006.06
Other0.620.000.62
Top 5 Regions%
United States88.38
Canada7.05
United Kingdom2.56
Eurozone2.01
Latin America0.00
Top 5 Sectors%
Technology40.85
Communication Services23.37
Healthcare19.26
Consumer Cyclical16.19
Basic Materials0.17
Top 5 HoldingsSector%
Square Inc ATechnologyTechnology6.67
Shopify Inc ATechnologyTechnology6.57
Amazon.com IncConsumer CyclicalConsumer Cyclical5.77
Zoom Video Communications IncCommunication ServicesCommunication Services5.43
Spotify Technology SACommunication ServicesCommunication Services4.86
Morgan Stanley Investment Funds - US Growth Fund I

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)

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