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Morningstar

Morgan Stanley Inst Global Real Est A MRLBX

Morningstar Analyst Rating
Quantitative rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 4.48  /  0.22 %
  • Total Assets 41.5 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.360%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.31%
  • Turnover 135%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis MRLBX

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

People Pillar

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

Summary

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Morgan Stanley Inst Global Real Est A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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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