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

Equity fund

1 year

Region

USA

Largest region

High

Risk

Cost

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

    05 Jun 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

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 Inc
    9.5%
  • DoorDash Inc Ordinary Shares - Class A
    7.4%
  • Strategy Class A
    7.4%
  • Tesla Inc
    7.0%
  • MercadoLibre Inc
    6.8%
  • MS Liquidity Fds US Dlr Trs Lqdy MS Rsrv
    6.6%
  • Royalty Pharma PLC Class A
    4.8%
  • Snowflake Inc Ordinary Shares - Class A
    4.8%
  • Roblox Corp Ordinary Shares - Class A
    4.8%
  • CrowdStrike Holdings Inc Class A
    4.7%