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Morgan Stanley Inst US Real Estate I MSUSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
10.86  /  1.18 %
Total Assets
47.9 Mil
Adj. Expense Ratio
0.900%
Expense Ratio
0.900%
Fee Level
Average
Longest Manager Tenure
0.80 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
1.28%
Turnover
39%

USD | NAV as of Sep 24, 2021 | 1-Day Return as of Sep 24, 2021, 8:32 PM GMT+00:00

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Morningstar’s Analysis

Will MSUSX outperform in future?

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

Process Pillar

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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

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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

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

The retirement of this fund's longtime manager will result in some changes.

Senior Analyst

Summary

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Because of a technical error, the Analyst Rating for one or more share classes of this fund was incorrect. We have resolved the error and corrected the Analyst Rating for all share classes affected by it. For further details, go to morningstar.com/learn/ar. Morgan Stanley Institutional US Real Estate's longtime portfolio manager is retiring, and it's not yet clear what the fund will look like under his successor.

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