Morgan Stanley Inst Intl Real Estate I 522 Fifth Avenue New York NY 10020 Map
Phone: 800-548-7786
| Category: | Global Real Estate | | Fund Family: | Morgan Stanley | | Net Assets: | 451.69M | | Year-to-Date Return: | 47.10% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-97 |
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Theodore R. Bigman
Lead Manager since
31-Jan-99 | | | Bigman is a managing director of Morgan Stanley, his employer since 1995. Between 1987 and 1995, he served as a portfolio manager with CS First Boston, where he established and managed the company's real-estate effort. He is a member of both the National Association of Real Estate Investment Trusts and the International Council of Shopping Centers. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks current income and long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies in the real estate industry located throughout the world, excluding the United States and Canada. It invests primarily in companies located in the developed countries of Europe and Asia, but may also invest in emerging markets. The fund is nondiversified. |
| Last Dividend
(20-Dec-07):
| 1.13 | | Last Cap Gain
(2-Jul-08):
| 0.12 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 69.70% |
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| Expense | MSUAX | Category Avg | | Total Expense Ratio: | 0.97%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.03% | | 3 Yr Expense Projection*: |
$ 309 | $759 | | 5 Yr Expense Projection*: |
$ 536 | $1,237 | | 10 Yr Expense Projection*: |
$ 1,190 | $2,503 |
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