Morgan Stanley Investment Funds - US Core Equity Fund

49,87
-0,90%
07/12/2022
Riesgo
6/7
ISIN
LU1439781847
Patrimonio
141,7M€
Rentabilidad YTD
-12,28%

Estrategia de inversión

The investment objective is to seek long-term capital appreciation, measured in US Dollars. The Fund invests primarily in equity securities issued by mid to large capitalization companies, including depositary receipts (including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs)) and closed-end Real Estate Investment Trusts (REITS), issued by companies Located in the United States of America.

Comisiones

Management Fee
1.10%
On Going Charge
1.34%
Total Expense Ratio
1.34%

Otras clases

Nombre ISIN Comisión
Morgan Stanley Investment Funds - US Core Equity Fund I LU1439782142 0,45 %
Morgan Stanley Investment Funds - US Core Equity Fund A LU1439781847 1,10 %

Rentabilidad por períodos

Período
Acumulada
Anualizada
Año actual
-12,28% -
30 días
-0,30% -
6 meses
-2,59% -
12 meses
-12,37% -
2 años
29,90% 13,97%
3 años
44,12% 12,96%
5 años
80,81% 12,58%

Rentabilidad por trimestres

Año T1 T2 T3 T4
2016 - - - - 1,22%
2017 18,81% 5,16% 1,83% 3,84% 6,85%
2018 -12,79% -3,97% 3,24% 6,05% -17,05%
2019 34,56% 12,48% 6,76% 2,94% 8,86%
2020 22,49% -21,84% 23,28% 12,23% 13,28%
2021 35,84% 7,75% 8,89% 5,74% 9,50%
2022 - -4,79% -18,50% -0,40% -

Rentabilidad mensual

Rentabilidad de los últimos 12 meses

Categoría

Top Morgan Stanley Investment Funds - US Core Equity Fund frente a su categoría

Documentos

Documento
Última actualización
Factsheet
18/11/2022
Prospectus
30/11/2022
SemiannualReport
30/11/2022
Key Investor Information Document (KIID)
19/02/2022
AnnualReport
30/11/2022

Divisas

Materias primas

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