Nasdaq - Delayed Quote USD

Morgan Stanley Inst US Real Estate R6 (MURSX)

8.35 0.00 (0.00%)
At close: 8:00 PM EDT

Fund Summary

The Adviser seeks a combination of above-average current income and long-term capital appreciation by investing primarily in equity securities of companies in the U.S. real estate industry, including REITs. The fund focuses on REITs as well as real estate operating companies (“REOCs”) that invest in a variety of property types and regions. Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of companies in the U.S. real estate industry. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.06%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return -5.89%
5y Average Return -1.13%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MURSXCategory AverageMURSXCategory AverageMURSXCategory Average
Alpha -3.45 -0.01 -10.65 -0.05 -4.09 0.02
BETA 1.1 0.01 1.14 0.01 1.01 0.01
Mean Annual Return 0.43 0.01 0.23 0.01 0.45 0.01
R-squared 78.55 0.66 74.27 0.55 58.21 0.47
Standard Deviation 20.54 0.2 23.5 0.17 19.53 0.16
Sharpe Ratio 0.11 0.01 0.02 0 0.2 0.01
Treynor Ratio 0.18 0.12 -2.02 0.07 2.02 0.11

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