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Morningstar

Morgan Stanley Inst Global Real Est L MGRLX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 4.12  /  0.24 %
  • Total Assets 36.7 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.57%
  • Turnover 87%

USD | NAV as of Sep 20, 2023 | 1-Day Return as of Sep 20, 2023, 10:21 PM GMT+0

Morningstar’s Analysis MGRLX

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

People Pillar

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

Morgan Stanley Inst Global Real Est L's Average Process Pillar and People 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 MGRLX

More MGRLX Holdings
  • Current Portfolio Date
  • Equity Holdings 68
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.08
3,437,809
Real Estate

Equinix Inc

5.65
2,139,372
Real Estate

Welltower Inc

5.60
2,121,098
Real Estate

AvalonBay Communities Inc

4.41
1,669,551
Real Estate

Public Storage

3.78
1,431,963
Real Estate

American Homes 4 Rent Class A

3.14
1,188,780
Real Estate

Realty Income Corp

3.00
1,134,695
Real Estate

Simon Property Group Inc

2.90
1,098,908
Real Estate

Digital Realty Trust Inc

2.79
1,054,778
Real Estate

VICI Properties Inc Ordinary Shares

2.71
1,024,681
Real Estate