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Morningstar

Morgan Stanley Inst Global Real Est C MSRDX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 3.86  /  +0.26 %
  • Total Assets 35.9 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.34%
  • Turnover 73%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MSRDX

Will MSRDX 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 MSRDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSRDX 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 MSRDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morgan Stanley Inst Global Real Est C's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSRDX

More MSRDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

6.34 2.5 Mil
Real Estate

Equinix Inc

5.46 2.1 Mil
Real Estate

Welltower Inc

4.96 1.9 Mil
Real Estate

Public Storage

3.42 1.3 Mil
Real Estate

Extra Space Storage Inc

3.38 1.3 Mil
Real Estate

Simon Property Group Inc

3.11 1.2 Mil
Real Estate

Digital Realty Trust Inc

3.04 1.2 Mil
Real Estate

Realty Income Corp

2.89 1.1 Mil
Real Estate

AvalonBay Communities Inc

2.79 1.1 Mil
Real Estate

American Homes 4 Rent Class A

2.69 1.1 Mil
Real Estate