| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#23 in Global Real Estate
U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.03 percent over the past year, 14.35 percent over the past three years, and 2.73 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 3.5% |
| 1 Year | 24.0% |
| 3 Years (Annualized) | 14.3% |
| 5 Years (Annualized) | 2.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide current income and capital appreciation. The fund invests at least 80% of assets in equity securities of companies in the real estate industry, including real estate operating companies ("REOCs"), real estate investment trusts ("REITs") and similar entities established outside the United States ("foreign real estate companies"). It will invest primarily in companies located in the developed countries of North America, Europe and Asia, but may also invest in emerging markets. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Morgan Stanley Institutional Global Real Estate Portfolio has an expense ratio of 1.02 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
