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Morningstar

Morgan Stanley Inst US Real Estate I MSUSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
8.23  /  2.49 %
Total Assets
30.9 Mil
Adj. Expense Ratio
0.900%
Expense Ratio
0.900%
Fee Level
Average
Longest Manager Tenure
1.83 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.50%
Turnover
132%

Morningstar’s Fund Analysis MSUSX

Will MSUSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSUSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MSUSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MSUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new manager has made her mark, but still needs to prove herself.

Senior Analyst

Summary

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Morgan Stanley Institutional US Real Estate has undergone significant changes in the past year under its new manager, though it’s not yet clear how effective those changes will be in the long run. The fund earns a Morningstar Analyst Rating of Neutral for all share classes except the pricier C and L shares, which earn a Negative rating.

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