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Morgan Stanley Inst Global Real Est A MRLBX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 4.25  /  −0.23 %
  • Total Assets 37.6 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.34%
  • Turnover 87%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis MRLBX

Will MRLBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Morgan Stanley Inst Global Real Est A'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 second-highest quintile among peers.

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Portfolio Holdings MRLBX

  • 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