Morgan Stanley Investment Funds - US Core Equity Fund Z

ISIN: LU1439782225

Categoria Morningstar: US Large-Cap Blend Equity

Società: Morgan Stanley IM

The Fund’s 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.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 40,22 3 anni: 15,79 5 anni: 18,36 Inizio: 15,37 2024: 27,02 2023: 15,29 2022: -15,00 2021: 47,25 2020: 13,22
Rendimento annuo: Categoria 1 anno: 26,29 3 anni: 12,57 5 anni: 14,28 Inizio: - 2024: 17,02 2023: 20,03 2022: -14,29 2021: 34,61 2020: 8,01
Rendimento annuo: Percentile 1 anno: 2,00 3 anni: 11,00 5 anni: 2,00 Inizio:- 2024: 1,00 2023: 83,00 2022: 63,00 2021: 1,00 2020: 14,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,47 3 Sharpe Ratio: 0,42 5 Correlazione: 89,75 Beta: 0,87 Alfa: 1,88 Tracking error: 8,00 Info Ratio: 0,16
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Blend Equity. Data: 2024-06-20
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Blend Equity. Data: 2024-06-20