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Morningstar

Morgan Stanley Inst US Real Estate I MSUSX

Morningstar Analyst Rating
Analyst rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 8.84  /  0.34 %
  • Total Assets 34.6 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.37%
  • Turnover 132%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:14 AM GMT+00:00

Morningstar’s 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.

It's still early days for this fund's new manager.

Senior Analyst

Summary

| by David Kathman

Morgan Stanley Institutional US Real Estate’s new manager has continued to make her mark on the fund, but now she needs to show that those changes can add value. The fund earns a Morningstar Analyst Rating of Neutral for all share classes. That’s an upgrade from Negative for the expensive C and L shares, and no change for the other share classes.

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