Morgan Stanley Investment Funds - US Growth Fund A (USD)

Equity fund

1 year

Globe

USA

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet investerer hovedsaklig i store børsnoterte selskaper i USA. Fondet investerer også i et begrenset antall børsnoterte utenlandske selskaper.

Investment horizon

  • Morgan Stanley Investment Funds - US Growth Fund A (USD) is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    10 Sept 2025

  • Start date
    02 Feb 1997
  • ISIN
    LU0073232471

Risk

  • High (6 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 1,40 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs
  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • Cloudflare Inc
    10.0%
  • Roblox Corp Ordinary Shares - Class A
    7.9%
  • Tesla Inc
    6.3%
  • Strategy Class A
    6.3%
  • Affirm Holdings Inc Ordinary Shares - Class A
    6.2%
  • AppLovin Corp Ordinary Shares - Class A
    5.1%
  • Royalty Pharma PLC Class A
    4.8%
  • DoorDash Inc Ordinary Shares - Class A
    4.8%
  • Shopify Inc Registered Shs -A- Subord Vtg
    4.7%
  • Snowflake Inc Ordinary Shares
    4.7%