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Morgan Stanley Inst US Real Estate L (MSULX)

20.27 Up 0.17(0.85%) Nov 26
Prev Close:20.10
YTD Return*:24.41%
Net Assets*:1.04B
Yield*:1.45%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
SPG13.5730.09
HST9.2821.97
EQR8.5738.44
VNO6.6527.28
AVB5.4436.69

Fund Basics

Morningstar Overall Rating:
Total Assets:1.04B
Category:Real Estate
Annual Report Expense Ratio (net):1.77%

Performance & Risk

YTD Return:24.41%
5y Avg Return:17.46%
Rank in Category (ytd):57
% Rank in Category (ytd):20.65%
Beta (3y):0.62
Morningstar Risk Rating:2

Fund Summary

The investment seeks to provide above average current income and long-term capital appreciation. The fund normally invests at least 80% of the Portfolio's assets in equity securities of companies in the U.S. real estate industry, including real estate investment trusts ("REITs"). The equity securities in which the fund may invest include common stock, preferred stock, convertible securities, depositary receipts and rights and warrants. It focuses on REITs as well as real estate operating companies ("REOCs") that invest in a variety of property types and regions. The fund is non-diversified. View More
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