Morgan Stanley Investment Funds - US Growth Fund IRegistrer dig for at låse op for ratings |
Fondens performance | 31-03-2024 |
Vækst af 1.000 (DKK) | Avanceret graf |
Fond | 98,4 | 9,5 | -57,7 | 44,6 | 8,8 | |
+/-Kat | 74,8 | -20,3 | -31,9 | 14,6 | -4,6 | |
+/-Indeks | 74,0 | -26,1 | -30,3 | 9,1 | -5,5 | |
Kategori: Aktier - USA Large Cap Growth | ||||||
Kategoribenchmark: Morningstar US LM Brd Growt... |
Oversigt | ||
Seneste NAV 25-04-2024 | USD 176,13 | |
Kursændring 1 dag | -4,18% | |
Morningstar Kategori™ | Aktier - USA Large Cap Growth | |
ISIN | LU0042381250 | |
Markedsværdi i alt (mio.) 25-04-2024 | USD 2908,83 | |
Seneste TNA(mio.) 25-04-2024 | USD 348,19 | |
Emissionstillæg | 3,00% | |
Løbende omkostning 31-03-2023 | 0,90% | |
Investeringsstrategi | Aktiv |
Morningstar Research |
Analyst Report | 06-03-2024 Robby Greengold, Strategist Morningstar, Inc |
Morgan Stanley Institutional Growth can pick up the pieces after a disastrous 2022. Its Morningstar Analyst Rating ranges from Gold to Neutral, depending on share-class fees. The strategy is coming off its worst year on record. It lost about... | |
Klik her for analytikerens rapport |
Morningstar Søjler | |
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Team | 25 |
Forening | 23 |
Proces | 24 |
Resultater | |
Omkostninger |
Investeringsmålsætning: Morgan Stanley Investment Funds - US Growth Fund I |
The Fund’s investment objective is to seek long term capital appreciation, measured in US Dollars, by investing primarily in securities issued by U.S. companies and on an ancillary basis in securities issued by companies that are not from the U.S. An issuer may be considered to be from a particular country (including the US) or geographic region if (i) its principal securities trading market is in that country or geographic region; (ii) alone or on a consolidated basis it derives 50% or more of its annual revenue from goods produced, sales made or services performed in that country or geographic region; or (iii) it is organized under the laws of, or has a principal office in, that country or geographic region. |
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Management | ||
Manager navn Startdato | ||
Alexander Norton 30-05-1999 | ||
Jason Yeung 01-01-2002 | ||
Klik her for at se flere | ||
Startdato 01-08-1992 |
Annonce |
Kategoribenchmark | |
Fondens indeks | Morningstar indeks |
Russell 1000 Growth TR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Formuefordeling Morgan Stanley Investment Funds - US Growth Fund I | 31-03-2024 |
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Top 5 placeringer | Sektor | % |
Cloudflare Inc | Teknologi | 9,11 |
Uber Technologies Inc | Teknologi | 7,19 |
Shopify Inc Registered Shs -A- S... | Teknologi | 6,98 |
DoorDash Inc Ordinary Shares - C... | Kommunikationsservice | 6,93 |
Snowflake Inc Ordinary Shares - ... | Teknologi | 5,80 |
Øget Mindsket Ny siden sidste portefølje | ||
Morgan Stanley Investment Funds - US Growth Fund I |