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 L MSULX
- NAV / 1-Day Return 7.87 / 0.00
- Total Assets 25.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.550%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield 1.61%
- Turnover 53%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis MSULX
Will MSULX 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 56.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Prologis Inc | 9.86 | 3.0 Mil | Real Estate |
Equinix Inc | 8.11 | 2.5 Mil | Real Estate |
Welltower Inc | 6.79 | 2.1 Mil | Real Estate |
Public Storage | 5.23 | 1.6 Mil | Real Estate |
Digital Realty Trust Inc | 4.83 | 1.5 Mil | Real Estate |
Simon Property Group Inc | 4.67 | 1.4 Mil | Real Estate |
Extra Space Storage Inc | 4.66 | 1.4 Mil | Real Estate |
AvalonBay Communities Inc | 4.29 | 1.3 Mil | Real Estate |
VICI Properties Inc Ordinary Shares | 4.05 | 1.2 Mil | Real Estate |
Realty Income Corp | 4.00 | 1.2 Mil | Real Estate |