Morgan Stanley Investment Funds - US Advantage Fund ZX header image

Morgan Stanley Investment Funds - US Advantage Fund ZX

Fund

ISIN LU0360613169 / Valor 4501841

NAV (2024-12-20)
USD 134.04-1.50%

Morgan Stanley Investment Funds - US Advantage Fund ZX
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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 ZH (EUR)
Morgan Stanley Investment Funds - US Advantage Fund ZH (EUR) Morgan Stanley Investment Funds - US Advantage Fund ZH (EUR) Valor: 4911490
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Annual Return

-50%0%+50%

Risk level

110
-1.54%EUR 147.05
Morgan Stanley Investment Funds - US Advantage Fund A (EUR)
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Annual Return

-50%0%+50%

Risk level

110
-1.47%EUR 22.77
Morgan Stanley Investment Funds - US Advantage Fund ZHX (GBP)
Morgan Stanley Investment Funds - US Advantage Fund ZHX (GBP) Morgan Stanley Investment Funds - US Advantage Fund ZHX (GBP) Valor: 49729498
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Annual Return

-50%0%+50%

Risk level

110
-1.52%GBP 34.27
Morgan Stanley Investment Funds - US Advantage Fund ZH3 (USD)
Morgan Stanley Investment Funds - US Advantage Fund ZH3 (USD) Morgan Stanley Investment Funds - US Advantage Fund ZH3 (USD)
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Annual Return

-50%0%+50%

Risk level

110
-0.25%USD 23.67
Morgan Stanley Investment Funds - US Advantage Fund Z (EUR)
Morgan Stanley Investment Funds - US Advantage Fund Z (EUR) Morgan Stanley Investment Funds - US Advantage Fund Z (EUR) Valor: 11141365
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Annual Return

-50%0%+50%

Risk level

110
-1.52%EUR 25.97
Morgan Stanley Investment Funds - US Advantage Fund C
Morgan Stanley Investment Funds - US Advantage Fund C Morgan Stanley Investment Funds - US Advantage Fund C Valor: 4463176
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Annual Return

-50%0%+50%

Risk level

110
-1.51%USD 125.52
Morgan Stanley Investment Funds - US Advantage Fund ZH (GBP)
Morgan Stanley Investment Funds - US Advantage Fund ZH (GBP) Morgan Stanley Investment Funds - US Advantage Fund ZH (GBP) Valor: 30949950
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Annual Return

-50%0%+50%

Risk level

110
-1.54%GBP 60.00
Morgan Stanley Investment Funds - US Advantage Fund CH EUR
Morgan Stanley Investment Funds - US Advantage Fund CH EUR Morgan Stanley Investment Funds - US Advantage Fund CH EUR Valor: 39398701
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Annual Return

-50%0%+50%

Risk level

110
-1.55%EUR 34.28
Morgan Stanley Investment Funds - US Advantage Fund NH (EUR)
Morgan Stanley Investment Funds - US Advantage Fund NH (EUR) Morgan Stanley Investment Funds - US Advantage Fund NH (EUR)
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Annual Return

-50%0%+50%

Risk level

110
-1.52%EUR 32.97
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