Nasdaq - Delayed Quote • USD
Morgan Stanley Institutional Fund, Inc. International Real Estate Portfolio Class A (IERBX)
At close: August 6 at 8:00 PM EDT
Fund Summary
The investment seeks to provide current income and long-term capital appreciation. The fund normally invests at least 80% of its assets in equity securities of companies in the real estate industry. Such companies are located in various global markets throughout the world (excluding the United States and Canada). The fund will invest primarily in companies located in the developed countries of Europe and Asia, but may also invest in emerging markets.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 55.69% |
| Worst 1Y Total Return | -50.05% |
| Number of Years Up | 14 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 10.29% |
| 5y Average Return | 3.91% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IERBX | Category Average | IERBX | Category Average | IERBX | Category Average | |
| Alpha | -9.23 | -0.04 | -7.75 | -0.06 | -4.94 | -0.02 |
| BETA | 0.89 | 0.01 | 0.9 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | -0.21 | 0.01 | -0.08 | 0.01 | 0.44 | 0.01 |
| R-squared | 66.7 | 0.74 | 68.73 | 0.68 | 70.25 | 0.66 |
| Standard Deviation | 17.82 | 0.19 | 15.85 | 0.16 | 17.57 | 0.15 |
| Sharpe Ratio | -0.24 | 0 | -0.14 | 0 | 0.27 | 0 |
| Treynor Ratio | -6.55 | 0.08 | -3.84 | 0.06 | 3.02 | 0.07 |
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