Morgan Stanley Investment Funds - US Advantage Fund I header image

Morgan Stanley Investment Funds - US Advantage Fund I

Fund

ISIN LU0225741247 / Valor 2330256

NAV (2024-12-20)
USD 164.68-1.50%

Morgan Stanley Investment Funds - US Advantage Fund I
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General Objective

The fund aims for the long-term growth of investments by focusing on established large-cap companies in the United States with strong name recognition, sustainable competitive advantages, and attractive risk/reward profiles.

Fund Exposure

The fund is primarily exposed to sectors such as Consumer Discretionary, Information Technology, Communication Services, Financials, and Health Care. It also holds a significant allocation to companies in the United States with above-average business visibility and the ability to deploy capital at high rates of return.

Risks

Investors should be aware of potential risks associated with currency fluctuations, reliance on third parties for services, and exposure to sustainability factors that could impact asset values. Additionally, investing in emerging markets and China A-Shares may pose additional risks due to less developed political, legal, and operational systems.

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Source

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

Tags:
esg us equities s&p 500

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OTHER SHARE CLASSES OF THIS FUND

Morgan Stanley Investment Funds - US Advantage Fund IH (EUR)
Morgan Stanley Investment Funds - US Advantage Fund IH (EUR) Morgan Stanley Investment Funds - US Advantage Fund IH (EUR) Valor: 2684610
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Annual Return

-50%0%+50%

Risk level

110
-1.53%EUR 59.69
Morgan Stanley Investment Funds - US Advantage Fund IH (GBP)
Morgan Stanley Investment Funds - US Advantage Fund IH (GBP) Morgan Stanley Investment Funds - US Advantage Fund IH (GBP) Valor: 50048807
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.52%GBP 34.93
Morgan Stanley Investment Funds - US Advantage Fund N
Morgan Stanley Investment Funds - US Advantage Fund N Morgan Stanley Investment Funds - US Advantage Fund N Valor: 18055461
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.50%USD 38.00
Morgan Stanley Investment Funds - US Advantage Fund BH (EUR)
Morgan Stanley Investment Funds - US Advantage Fund BH (EUR) Morgan Stanley Investment Funds - US Advantage Fund BH (EUR) Valor: 4294896
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.52%EUR 124.67
Morgan Stanley Investment Funds - US Advantage Fund AH (EUR)
Morgan Stanley Investment Funds - US Advantage Fund AH (EUR) Morgan Stanley Investment Funds - US Advantage Fund AH (EUR) Valor: 2684608
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.53%EUR 82.96
Morgan Stanley Investment Funds - US Advantage Fund A
Morgan Stanley Investment Funds - US Advantage Fund A Morgan Stanley Investment Funds - US Advantage Fund A Valor: 2330222
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.50%USD 142.70
Morgan Stanley Investment Funds - US Advantage Fund ZX
Morgan Stanley Investment Funds - US Advantage Fund ZX Morgan Stanley Investment Funds - US Advantage Fund ZX Valor: 4501841
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.50%USD 134.04
Morgan Stanley Investment Funds - US Advantage Fund I EUR
Morgan Stanley Investment Funds - US Advantage Fund I EUR Morgan Stanley Investment Funds - US Advantage Fund I EUR Valor: 12563564
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.49%EUR 40.88
Morgan Stanley Investment Funds - US Advantage Fund B
Morgan Stanley Investment Funds - US Advantage Fund B Morgan Stanley Investment Funds - US Advantage Fund B Valor: 2330236
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.51%USD 117.99
Morgan Stanley Investment Funds - US Advantage Fund Z
Morgan Stanley Investment Funds - US Advantage Fund Z Morgan Stanley Investment Funds - US Advantage Fund Z Valor: 4222225
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.50%USD 157.08