Morgan Stanley Investment Funds - US Advantage Fund A
Equity fund
1 year
USA
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- Fondet mål er å oppnå god vekst på andelshavers investering på lang sikt. Fondet investerer i aksjer i større selskaper basert i eller som har det meste av sin virksomhet i USA.
Investment horizon
- Morgan Stanley Investment Funds - US Advantage Fund A 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
- NAV/Price
08 Feb 2026
- Margin rate
- Start date30 Nov 2005
- ISINLU0225737302
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
- SustainabilityPartial
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 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Cloudflare Inc9.6%
- Tesla Inc8.4%
- Shopify Inc Registered Shs -A- Subord Vtg7.6%
- Royalty Pharma PLC Class A5.6%
- Airbnb Inc Ordinary Shares - Class A5.5%
- DoorDash Inc Ordinary Shares - Class A4.8%
- Snowflake Inc Ordinary Shares4.8%
- CrowdStrike Holdings Inc Class A4.7%
- AppLovin Corp Ordinary Shares - Class A4.7%
- Roblox Corp Ordinary Shares - Class A4.6%