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Morgan Stanley Inst Advantage R6 MADSX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 17.92  /  −0.39 %
  • Total Assets 182.4 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 42%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis MADSX

Will MADSX outperform in future?

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

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.

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Portfolio Holdings MADSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

9.80 20.2 Mil
Technology

Snowflake Inc Ordinary Shares - Class A

7.71 15.9 Mil
Technology

Shopify Inc Registered Shs -A- Subord Vtg

7.37 15.2 Mil
Technology

DoorDash Inc Ordinary Shares - Class A

7.28 15.0 Mil
Communication Services

Uber Technologies Inc

7.14 14.7 Mil
Technology

Roblox Corp Ordinary Shares - Class A

4.85 10.0 Mil
Communication Services

Adyen NV

4.85 10.0 Mil
Technology

The Trade Desk Inc Class A

4.73 9.8 Mil
Technology

Tesla Inc

4.67 9.6 Mil
Consumer Cyclical

Airbnb Inc Ordinary Shares - Class A

4.53 9.3 Mil
Consumer Cyclical