MS INVF US Growth Z |
Performance History | 31/03/2024 |
Growth of 1,000 (EUR) |
Fund | 99.3 | 9.7 | -57.7 | 44.3 | 8.7 | |
+/-Cat | 75.1 | -20.3 | -31.9 | 14.6 | -4.5 | |
+/-Idx | 74.4 | -26.1 | -30.3 | 9.2 | -5.4 | |
Category: US Large-Cap Growth Equity | ||||||
Benchmarks: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 18/04/2024 | USD 115.88 | |
Day Change | -1.66% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU0360477805 | |
Fund Size (Mil) 18/04/2024 | USD 2980.24 | |
Share Class Size (Mil) 18/04/2024 | USD 652.87 | |
Max Initial Charge | 1.00% | |
Ongoing Charge 16/08/2023 | 0.82% |
Morningstar Research |
Analyst Report | 06/03/2024 Robby Greengold, Strategist Morningstar, Inc |
Morgan Stanley Institutional Growth can pick up the pieces after a disastrous 2022. Its Morningstar Analyst Rating ranges from Gold to Neutral, depending on share-class fees. The strategy is coming off its worst year on record. It lost about... | |
Click here to read this analyst report |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: MS INVF US Growth Z |
The Fund’s investment objective is to seek long term capital appreciation, measured in US Dollars, by investing primarily in securities issued by U.S. companies and on an ancillary basis in securities issued by companies that are not from the U.S. 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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alexander Norton 30/05/1999 | ||
Jason Yeung 01/01/2002 | ||
Click here to see others | ||
Inception Date 27/06/2008 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for MS INVF US Growth Z | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Cloudflare Inc | Technology | 9.11 |
Uber Technologies Inc | Technology | 7.19 |
Shopify Inc Registered Shs -A- S... | Technology | 6.98 |
DoorDash Inc Ordinary Shares - C... | Communication Services | 6.93 |
Snowflake Inc Ordinary Shares - ... | Technology | 5.80 |
Increase Decrease New since last portfolio | ||
MS INVF US Growth Z |