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.