Morgan Stanley Investment Funds - US Advantage Fund A
Equity fund
1 year
USA
Largest region
High
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- 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
- Price/NAV
19 Jun 2025
- 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
Costs
- Ongoing costs
Includes management fees of 1,40 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 93%Interest 7%
Portfolio
Shows the fund's largest investments.
- Cloudflare Inc9.7%
- MS Liquidity Fds US Dlr Trs Lqdy MS Rsrv8.2%
- Tesla Inc7.7%
- DoorDash Inc Ordinary Shares - Class A6.9%
- MercadoLibre Inc6.5%
- Strategy Class A6.2%
- Roblox Corp Ordinary Shares - Class A4.8%
- Shopify Inc Registered Shs -A- Subord Vtg4.8%
- Snowflake Inc Ordinary Shares - Class A4.7%
- CrowdStrike Holdings Inc Class A4.7%