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Morningstar

Morgan Stanley Inst US Real Estate I MSUSX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 7.98  /  0.13 %
  • Total Assets 28.2 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.34%
  • Turnover 21%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MSUSX

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

People Pillar

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

It's still early days for this fund's new manager.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Morgan Stanley Institutional US Real Estate’s new manager has continued to make her mark on the fund, but now she needs to show that those changes can add value. The fund earns a Morningstar Analyst Rating of Neutral for all share classes. That’s an upgrade from Negative for the expensive C and L shares, and no change for the other share classes.

by David Kathman
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSUSX

More MSUSX Holdings
  • Current Portfolio Date
  • Equity Holdings 26
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 65.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

13.88
4,242,140
Real Estate

Equinix Inc

8.40
2,567,404
Real Estate

Welltower Inc

7.09
2,166,072
Real Estate

AvalonBay Communities Inc

6.82
2,084,431
Real Estate

Public Storage

5.80
1,771,712
Real Estate

Realty Income Corp

4.94
1,509,996
Real Estate

American Homes 4 Rent Class A

4.71
1,440,192
Real Estate

Digital Realty Trust Inc

4.54
1,388,645
Real Estate

VICI Properties Inc Ordinary Shares

4.53
1,382,574
Real Estate

Simon Property Group Inc

4.31
1,316,357
Real Estate