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Morgan Stanley Inst US Real Estate L (MSULX)
As of November 13 at 8:00 PM EST. Market Open.
Fund Summary
The Adviser seeks a combination of above-average current income and long-term capital appreciation by investing primarily in equity securities of companies in the U.S. real estate industry, including REITs. The fund focuses on REITs as well as real estate operating companies (“REOCs”) that invest in a variety of property types and regions. Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of companies in the U.S. real estate industry. The fund is non-diversified.
Morgan Stanley Inst US Real Estate L
New York, NY 10036
522 Fifth Avenue
Fund Overview
| Category | Real Estate |
| Fund Family | Morgan Stanley |
| Net Assets | 1.18M |
| YTD Return | 16.07% |
| Yield | 1.18% |
| Morningstar Rating | |
| Inception Date | Nov 11, 2011 |
Fund Operations
| Last Dividend | 0.10 |
| Last Cap Gain | 12.00 |
| Holdings Turnover | 53.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | MSULX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.55% | 1.08% |
| Prospectus Net Expense Ratio | 1.55% | -- |
| Prospectus Gross Expense Ratio | 2.68% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.10% |
| Max Deferred Sales Load | -- | 1.13% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Morningstar Style Box
Morningstar Category
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