Morgan Stanley Investment Funds - US Advantage Fund A

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Advantage Fund A
Fund70.2-3.0-49.336.48.9
+/-Cat39.1-24.9-27.89.7-2.8
+/-B’mrk38.3-30.4-26.14.4-3.7
 
Key Stats
NAV
16/04/2024
 USD 107.58
Day Change -3.65%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0225737302
Fund Size (Mil)
16/04/2024
 USD 3963.69
Share Class Size (Mil)
16/04/2024
 USD 2149.00
Max Initial Charge 5.75%
Ongoing Charge
31/03/2023
  1.65%
Morningstar Research
Analyst Report06/03/2024
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
People25
Parent23
Process24
Performance
Price
Investment Objective: Morgan Stanley Investment Funds - US Advantage Fund A
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. 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)16/04/2024
YTD1.00
3 Years Annualised-12.85
5 Years Annualised3.24
10 Years Annualised11.79
12 Month Yield 0.00
Management
Manager Name
Start Date
Dennis Lynch
22/06/2009
Alexander Norton
22/06/2009
Click here to see others
Inception Date
01/12/2005
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
S&P 500 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
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Morgan Stanley Investment Funds - US Advantage Fund A31/03/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.960.0097.96
Bond0.330.000.33
Property0.000.000.00
Cash1.980.021.95
Other0.000.24-0.24
Top 5 Regions%
United States90.35
Eurozone4.88
Latin America3.79
United Kingdom0.98
Canada0.00
Top 5 Sectors%
Technology50.82
Consumer Cyclical19.52
Communication Services12.87
Healthcare11.30
Financial Services2.05
Top 5 HoldingsSector%
Cloudflare IncTechnologyTechnology9.13
DoorDash Inc Ordinary Shares - C... Communication ServicesCommunication Services7.63
Uber Technologies IncTechnologyTechnology7.51
Shopify Inc Registered Shs -A- S... TechnologyTechnology7.02
Snowflake Inc Ordinary Shares - ... TechnologyTechnology5.85
Morgan Stanley Investment Funds - US Advantage Fund A

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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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