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Morningstar

Morgan Stanley Inst Global Real Est I MRLAX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 4.34  /  1.88 %
  • Total Assets 36.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.54%
  • Turnover 87%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 PM GMT+0

Morningstar’s Analysis MRLAX

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

People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MRLAX

More MRLAX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

8.76
3,081,623
Real Estate

Welltower Inc

6.42
2,257,961
Real Estate

Equinix Inc

5.83
2,052,411
Real Estate

AvalonBay Communities Inc

3.70
1,302,991
Real Estate

Public Storage

3.63
1,276,491
Real Estate

American Homes 4 Rent Class A

3.52
1,238,141
Real Estate

Digital Realty Trust Inc

3.47
1,222,060
Real Estate

Simon Property Group Inc

2.98
1,048,215
Real Estate

Mitsui Fudosan Co Ltd

2.82
991,080
Real Estate

VICI Properties Inc Ordinary Shares

2.71
951,832
Real Estate