Morgan Stanley Investment Funds - US Advantage Fund I

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Advantage Fund I
Fund8.021.671.5-2.3-42.4
+/-Cat5.7-5.640.3-24.2-28.4
+/-B’mrk3.4-9.537.3-31.1-32.1
 
Key Stats
NAV
10/08/2022
 USD 115.44
Day Change 2.53%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0225741247
Fund Size (Mil)
10/08/2022
 USD 5761.84
Share Class Size (Mil)
10/08/2022
 USD 739.45
Max Initial Charge 3.00%
Ongoing Charge
20/07/2022
  0.89%
Morningstar Research
Analyst Report

Morgan Stanley INVF US Advantage is showing its vulnerabilities. Its Morningstar Analyst Rating ranges from Neutral to Silver, depending on share class cost. The strategy has had a rough go lately. It has historically charted a steadier course...

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 I
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)10/08/2022
YTD-32.64
3 Years Annualised0.58
5 Years Annualised9.95
10 Years Annualised14.89
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 USDRussell 1000 Growth TR 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 I30/06/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.450.0098.45
Bond0.000.000.00
Property0.000.000.00
Cash1.710.271.44
Other0.110.000.11
Top 5 Regions%
United States82.40
Eurozone10.19
Canada4.85
Latin America1.81
United Kingdom0.76
Top 5 Sectors%
Technology60.43
Healthcare15.25
Consumer Cyclical14.62
Communication Services9.71
Top 5 HoldingsSector%
Royalty Pharma PLC Class AHealthcareHealthcare7.38
Snowflake Inc Ordinary Shares - ... TechnologyTechnology7.15
ASML Holding NV ADRTechnologyTechnology6.20
Uber Technologies IncTechnologyTechnology5.90
Veeva Systems Inc Class AHealthcareHealthcare5.73
Morgan Stanley Investment Funds - US Advantage Fund I

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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)