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Morgan Stanley Inst US Real Estate A MUSDX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 8.39  /  +0.84 %
  • Total Assets 28.3 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.10%
  • Turnover 21%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis MUSDX

Will MUSDX outperform in future?

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

This fund's manager still needs to prove herself.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

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.

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Portfolio Holdings MUSDX

  • 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