Morgan Stanley Institutional US Real Estate has changed significantly in its first three years under portfolio manager Laurel Durkay, but its performance hasn’t been anything to get too excited about yet. It maintains pillar ratings of Average for both People and Process.
Morgan Stanley Inst US Real Estate I MSUSX
- NAV / 1-Day Return 8.81 / +0.34 %
- Total Assets 26.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.700%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 2.36%
- Turnover 53%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0
Morningstar’s Analysis MSUSX
Will MSUSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Equinix Inc | 9.19 | 2.6 Mil | Real Estate |
Prologis Inc | 9.10 | 2.6 Mil | Real Estate |
Welltower Inc | 7.84 | 2.2 Mil | Real Estate |
Digital Realty Trust Inc | 5.70 | 1.6 Mil | Real Estate |
Public Storage | 5.47 | 1.5 Mil | Real Estate |
Simon Property Group Inc | 4.94 | 1.4 Mil | Real Estate |
AvalonBay Communities Inc | 4.72 | 1.3 Mil | Real Estate |
American Homes 4 Rent Class A | 4.46 | 1.3 Mil | Real Estate |
VICI Properties Inc Ordinary Shares | 3.68 | 1.0 Mil | Real Estate |
Iron Mountain Inc | 3.51 | 984,177 | Real Estate |