Morgan Stanley Inst US Real Estate P
522 Fifth Avenue New York NY 10020
Map
Phone: 800-548-7786
| Category: | Real Estate | | Fund Family: | Morgan Stanley | | Net Assets: | 111.30M | | Year-to-Date Return: | 19.99% | | Yield: | 2.37% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-96 |
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Theodore R. Bigman
Lead Manager since
31-Mar-95 | | | 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: | $1,000,000 | | 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 equities of companies in the U.S. real estate industry, including REITs. The fund is nondiversified. |
| Last Dividend
(2-Oct-09):
| 0.05 | | Last Cap Gain
(2-Jul-08):
| 1.04 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 109.25% |
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| Expense | MUSDX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.44% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 384 | $633 | | 5 Yr Expense Projection*: |
$ 665 | $984 | | 10 Yr Expense Projection*: |
$ 1,466 | $1,953 |
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