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Morgan Stanley Inst US Real Estate L (MSULX)

9.67 +0.07 (+0.73%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 9.60
  • YTD Return 15.52%
  • Expense Ratio 1.55%
  • Category Real Estate
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 29.03M
  • Beta (5Y Monthly) 1.12
  • Yield 0.89%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.10
  • Inception Date Nov 11, 2011

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

Fund Family

Real Estate

Fund Category

29.03M

Net Assets

2011-11-11

Inception Date

Performance Overview: MSULX

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Trailing returns as of 10/18/2024. Category is Real Estate.

YTD Return

MSULX
15.52%
Category
20.43%
?

1-Year Return

MSULX
31.80%
Category
36.79%
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3-Year Return

MSULX
3.09%
Category
10.81%
?

5-Year Return

MSULX
1.73%
Category
7.03%
?

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Holdings: MSULX

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Top 10 Holdings (58.21% of Total Assets)

SymbolCompany% Assets
EQIX
Equinix, Inc. 8.53%
WELL
Welltower Inc. 8.29%
PLD
Prologis, Inc. 7.40%
AVB
AvalonBay Communities, Inc. 6.38%
DLR
Digital Realty Trust, Inc. 5.63%
SPG
Simon Property Group, Inc. 4.77%
EXR
Extra Space Storage Inc. 4.67%
PSA
Public Storage 4.66%
IRM
Iron Mountain Incorporated 4.03%
ESS
Essex Property Trust, Inc. 3.86%

Sector Weightings

Recent News: MSULX

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Research Reports: MSULX

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