Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio

Scorecard
3 / 5 Stars
Lipper
3 3 2 3 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
E+ (Sell)

U.S. News evaluated 72 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 6.04 percent over the past year, 8.81 percent over the past three years, 26.45 percent over the past five years, and 8.87 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 9.4%
1 Year 6.0%
3 Years (Annualized) 8.8%
5 Years (Annualized) 26.4%
10 Years (Annualized) 8.9%

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Summary

The investment seeks to provide above average current income and long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies in the U.S. real estate industry, including real estate investment trusts ("REITs"). The equity securities in which the fund may invest include common stock, preferred stock, convertible securities, depositary receipts and rights and warrants. It focuses on REITs as well as real estate operating companies ("REOCs") that invest in a variety of property types and regions. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio has an expense ratio of 1.27 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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