| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
2
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
U.S. News evaluated 75 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 13.72 percent over the past year, 14.60 percent over the past three years, 4.53 percent over the past five years, and 11.77 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.7% |
| 1 Year | 13.7% |
| 3 Years (Annualized) | 14.6% |
| 5 Years (Annualized) | 4.5% |
| 10 Years (Annualized) | 11.8% |
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 High compared to funds in the same category.
Morgan Stanley Institutional U.S. Real Estate Portfolio has an expense ratio of 1.23 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
