CTIVP - Morgan Stanley Advantage Fund

Data updated: 2026-05-28

C000087794 — CTIVP - Morgan Stanley Advantage Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Growth Equity · $1.57B AUM · 0.69% expense ratio · 23.3% 1-yr return. From SEC regulatory filings.

C000087794 Fund Overview

CTIVP - Morgan Stanley Advantage Fund is a US mutual fund managed by Columbia Funds Variable Series Trust II, categorised as United States Large Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Columbia Funds Variable Series Trust II
  • Category: United States Large Cap Growth Equity
  • Assets under management: $1.57B
  • 1-year return: 23.3%
  • SEC CIK: 0001413032
  • SEC series ID: S000028688
  • Share class ID: C000087794

C000087794 Holdings

Top 10 holdings of CTIVP - Morgan Stanley Advantage Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
NVIDIA Corp11.43%
Apple Inc7.77%
Microsoft Corp6.65%
Columbia Short Term Cash Fund6.47%
Alphabet Inc6.43%
Ascendis Pharma A/S5.18%
Amazon.com Inc4.57%
Comfort Systems USA Inc4.41%
Broadcom Inc4.15%
Howmet Aerospace Inc3.85%

View all C000087794 holdings

C000087794 Portfolio Allocation

Asset-class allocation of CTIVP - Morgan Stanley Advantage Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity93.5%
Cash & Equivalents6.5%

C000087794 Performance

Total returns for C000087794 (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD-6.5%
1 year23.3%
3 years (annualised)17.9%
5 years (annualised)1.3%

C000087794 Risk Information

Risk metrics for C000087794, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 14.9%

C000087794 Costs and Fees

C000087794 costs about $69 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.69%
  • Gross expense ratio: 0.69%
  • Portfolio turnover: 68%
  • Brokerage commissions: 3.61 bps of average net assets (SEC N-CEN)

C000087794 Cashflows

Over the 12 months to 2026-03, CTIVP - Morgan Stanley Advantage Fund had net outflows of $356.73M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03−$1.19M
2026-02−$524.38K
2026-01−$3.02M
2025-12−$30.29M
2025-11−$18.14M
2025-10−$54.57M

C000087794 Debt Constituents

No individual debt constituents are reported in CTIVP - Morgan Stanley Advantage Fund's latest SEC N-PORT filing.

C000087794 Prospectus and SEC Filings

Official CTIVP - Morgan Stanley Advantage Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Large Cap Growth Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.