Morgan Stanley Investment Funds - US Active Factor Equity Fund B header image

Morgan Stanley Investment Funds - US Active Factor Equity Fund B

Fund

ISIN LU1439781920 / Valor 33197748

NAV (2025-01-13)
USD 25.12-1.02%

Morgan Stanley Investment Funds - US Active Factor Equity Fund B
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General Objective

The fund aims to achieve long-term capital appreciation, measured in US Dollars, by outperforming the benchmark regardless of the current investment style trend, whether value or growth.

Fund Exposure

The fund is exposed to mid- to large-capitalization companies in the U.S. with attractive valuations, above-average appreciation potential, and competitive dividend yields. It combines quantitative models with stock-specific research to identify 30-60 companies in sectors such as Information Technology, Consumer Discretionary, Financials, Health Care, Industrials, and Energy.

Risks

Investing in this fund involves risks, as the higher the risk category (1 - 7), the greater the potential reward but also the greater the risk of losing the investment. Category 1 does not indicate a risk-free investment, and past performance is not a reliable indicator of future results.

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Source

https://www.morganstanley.com/im/en-gb/intermediary-investor/funds-and-performance/morgan-stanley-investment-funds/equity/us-core-equity.html

Tags:
us equities s&p 500 large cap

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OTHER SHARE CLASSES OF THIS FUND

Morgan Stanley Investment Funds - US Active Factor Equity Fund C
Morgan Stanley Investment Funds - US Active Factor Equity Fund C Morgan Stanley Investment Funds - US Active Factor Equity Fund C Valor: 33197758
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Annual Return

-50%0%+50%

Risk level

110
-1.02%USD 25.18
Morgan Stanley Investment Funds - US Core Equity Fund CH (EUR)
Morgan Stanley Investment Funds - US Core Equity Fund CH (EUR) Morgan Stanley Investment Funds - US Core Equity Fund CH (EUR) Valor: 13737563
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.03%EUR 24.99
Morgan Stanley Investment Funds - US Core Equity Fund BH (EUR)
Morgan Stanley Investment Funds - US Core Equity Fund BH (EUR) Morgan Stanley Investment Funds - US Core Equity Fund BH (EUR) Valor: 13737463
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Annual Return

-50%0%+50%

Risk level

110
-0.99%EUR 24.94
Morgan Stanley Investment Funds - US Core Equity Fund I
Morgan Stanley Investment Funds - US Core Equity Fund I Morgan Stanley Investment Funds - US Core Equity Fund I Valor: 33197764
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.98%USD 76.62
Morgan Stanley Investment Funds - US Core Equity Fund Z
Morgan Stanley Investment Funds - US Core Equity Fund Z Morgan Stanley Investment Funds - US Core Equity Fund Z Valor: 33197881
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Annual Return

-50%0%+50%

Risk level

110
-0.98%USD 76.99
Morgan Stanley Investment Funds - US Core Equity Fund A
Morgan Stanley Investment Funds - US Core Equity Fund A Morgan Stanley Investment Funds - US Core Equity Fund A Valor: 33197599
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Annual Return

-50%0%+50%

Risk level

110
-0.99%USD 72.16
Morgan Stanley Investment Funds - US Core Equity Fund AH (EUR)
Morgan Stanley Investment Funds - US Core Equity Fund AH (EUR) Morgan Stanley Investment Funds - US Core Equity Fund AH (EUR) Valor: 13781829
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.96%EUR 25.85