Morgan Stanley Investment Funds - US Advantage Fund I

Performance History31/12/2019
Growth of 1,000 (GBP) Advanced Graph
Morgan Stanley Investment Funds - US Advantage Fund I
Fund18.022.020.78.021.6
+/-Cat9.3-0.34.85.7-5.6
+/-B’mrk6.2-5.71.73.4-9.5
 
Key Stats
NAV
17/01/2020
 USD 117.63
Day Change 0.93%
Morningstar Category™ US Large-Cap Growth Equity
ISIN LU0225741247
Fund Size (Mil)
17/01/2020
 USD 8826.27
Share Class Size (Mil)
17/01/2020
 USD 976.20
Max Initial Charge 3.00%
Ongoing Charge
17/07/2019
  0.89%
Morningstar Research
Analyst Report

MS INVF US Advantage has used its tool kit well, resulting in a Morningstar Analyst Rating of Silver.Dennis Lynch has built a long-tenured team that's thoughtfully planning for the future. While no immediate departures are anticipated, the team...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentNeutral
ProcessPositive
PerformancePositive
PriceNeutral
Investment Objective: Morgan Stanley Investment Funds - US Advantage Fund I
The US Advantage 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.
Returns
Trailing Returns (GBP)17/01/2020
YTD8.22
3 Years Annualised18.50
5 Years Annualised19.82
10 Years Annualised18.33
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
Advertisement
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
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Morgan Stanley Investment Funds - US Advantage Fund I31/12/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.510.0096.51
Bond0.000.000.00
Property0.000.000.00
Cash3.470.003.47
Other0.020.000.02
Top 5 Regions%
United States88.92
Canada5.37
Eurozone3.17
Latin America2.55
United Kingdom0.00
Top 5 Sectors%
Technology29.57
Communication Services17.38
Consumer Cyclical16.42
Healthcare13.99
Industrials10.91
Top 5 HoldingsSector%
Amazon.com IncConsumer CyclicalConsumer Cyclical6.95
Intuitive Surgical IncHealthcareHealthcare5.56
ServiceNow IncTechnologyTechnology5.45
Ecolab IncBasic MaterialsBasic Materials5.03
Workday Inc Class ATechnologyTechnology4.37
Morgan Stanley Investment Funds - US Advantage Fund I
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