3 / 5 Stars
3 2 2 2 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 73 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.54 percent over the past year, 14.56 percent over the past three years, 5.51 percent over the past five years, and 13.03 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.3%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||13.0%|
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 are Above Average compared to funds in the same category.
Morgan Stanley Institutional U.S. Real Estate Portfolio has an expense ratio of 1.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.