Nasdaq - Delayed Quote USD

Morgan Stanley Inst US Real Estate R6 (MURSX)

8.15 +0.01 (+0.12%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.26%
5y Average Return -1.40%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2024) 39.06%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 39.06%
Worst 3Y Total Return -5.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MURSX
Category
YTD
-0.11%
20.43%
1-Month
1.25%
2.69%
3-Month
-0.11%
11.34%
1-Year
10.48%
36.79%
3-Year
3.17%
10.81%
5-Year
-0.15%
7.03%
10-Year
3.52%
9.08%
Last Bull Market
56.29%
31.03%
Last Bear Market
-18.62%
-16.60%

Annual Total Return (%) History

Year
MURSX
Category
2024
--
--
2023
14.77%
--
2022
-26.33%
--
2021
39.06%
--
2020
-17.98%
-4.49%
2019
18.48%
27.28%
2018
-8.36%
-5.97%
2017
3.32%
6.22%

2016
6.96%
6.89%
2015
2.36%
2.41%
2014
30.82%
28.03%
2013
--
1.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.11% -- -- --
2023 3.76% 3.34% -6.37% 14.31%
2022 -2.94% -18.62% -10.87% 4.63%
2021 6.94% 13.03% 0.49% 14.48%
2020 -35.65% 10.41% -1.17% 16.81%
2019 14.97% -2.08% 3.53% 1.65%
2018 -8.07% 8.81% 1.08% -9.37%
2017 -0.70% -0.24% 0.31% 3.97%
2016 5.99% 3.97% -1.10% -1.86%
2015 4.20% -9.36% 1.47% 6.80%

2014 9.49% 7.41% -2.60% 14.21%
2013 0.30% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 84
3-Month 17
1-Year 16
3-Year 24
5-Year 93

Load Adjusted Returns

1-Year 10.48%
3-Year 3.17%
5-Year -0.15%
10-Year 3.52%

Performance & Risk

YTD Return -8.26%
5y Average Return -1.40%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Morgan Stanley
Net Assets 28.22M
YTD Return -0.11%
Yield 2.34%
Morningstar Rating
Inception Date Jan 02, 1996

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.

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