Morgan Stanley Investment Funds - US Advantage Fund IRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | 8.0 | 21.6 | 71.5 | -2.3 | -42.4 |
| +/-Cat | 5.7 | -5.6 | 40.3 | -24.2 | -28.4 |
| +/-B’mrk | 3.4 | -9.5 | 37.3 | -31.1 | -32.1 |
| Category: US Large-Cap Growth Equity | ||||||
| Category Benchmark: Russell 1000 Growth TR USD | ||||||
| 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 | |
|---|---|
| People | High |
| Parent | Average |
| Process | Above 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 | |||||||||||||
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| 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 Benchmark | Morningstar Benchmark |
| S&P 500 TR USD | Russell 1000 Growth TR USD |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Morgan Stanley Investment Funds - US Advantage Fund I | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Royalty Pharma PLC Class A |  Healthcare | 7.38 |
| Snowflake Inc Ordinary Shares - ...
|  Technology | 7.15 |
| ASML Holding NV ADR | Technology | 6.20 |
| Uber Technologies Inc | Technology | 5.90 |
| Veeva Systems Inc Class A | Healthcare | 5.73 |
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 Increase Decrease  New since last portfolio | ||
| Morgan Stanley Investment Funds - US Advantage Fund I | ||
