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.
Morgan Stanley Inst US Real Estate I MSUSX
NAV / 1-Day Return
10.10
/
2.33
%
Total Assets
39.9 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.900%
Expense Ratio
0.900%
Fee Level
Average
Longest Manager Tenure
1.44
years
Category
Real Estate
Investment Style
Mid BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
1.12%
Turnover
132%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
