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.
Will MSUSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of MSUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.