Morningstar

  • NAV / 1-Day Return 17.00  /  +0.06 %
  • Total Assets 159.0 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 42%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MSPRX

Will MSPRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSPRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSPRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSPRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An audacious but adept investment team.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

The caliber of Morgan Stanley Advantage’s investment team makes its perennially bold posture worthwhile. The strategy includes the Luxembourg-domiciled MS INVF US Advantage.

by Robby Greengold
Rated on Published on

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Portfolio Holdings MSPRX

More MSPRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

9.65 15.7 Mil
Technology

DoorDash Inc Ordinary Shares - Class A

7.48 12.1 Mil
Communication Services

The Trade Desk Inc Class A

7.02 11.4 Mil
Technology

Shopify Inc Registered Shs -A- Subord Vtg

6.20 10.1 Mil
Technology

Tesla Inc

6.19 10.0 Mil
Consumer Cyclical

Snowflake Inc Ordinary Shares - Class A

5.19 8.4 Mil
Technology

Amazon.com Inc

5.08 8.2 Mil
Consumer Cyclical

Roblox Corp Ordinary Shares - Class A

4.89 7.9 Mil
Communication Services

Airbnb Inc Ordinary Shares - Class A

4.73 7.7 Mil
Consumer Cyclical

Royalty Pharma PLC Class A

4.62 7.5 Mil
Healthcare

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