MSULX : Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio Class L

MSULX is a Alternatives Market Real Estate with HIGH fees.

MSULX

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

FI Score

15 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

15% FI Score
  • msulx
  • Mutual Fund
  • Alternatives
  • Real Estate

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

Expenses: 1.75% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide above average current income and long-term capital appreciation. The fund normally invests at least 80% of its assets in equity securities of companies in the U.S. real estate industry. 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. The fund is non-diversified.

Largest Holdings

Amount Holding
8.04% Prologis Inc
7.86% SL Green Realty Corp
7.19% Simon Property Group Inc
5.64% Boston Properties Inc
5.13% Host Hotels & Resorts Inc
3.94% Digital Realty Trust Inc
3.78% AvalonBay Communities Inc
3.74% Equity Residential
3.48% Hudson Pacific Properties Inc
3.10% Healthcare Realty Trust Inc
3.06% Public Storage
2.78% Vornado Realty Trust
2.60% Camden Property Trust
2.27% Invitation Homes Inc
1.96% American Campus Communities Inc
1.93% Ventas Inc
1.88% CubeSmart
1.80% Sunstone Hotel Investors Inc
1.73% Diamondrock Hospitality Co
1.65% Cousins Properties Inc
1.64% Regency Centers Corp
1.61% Alexandria Real Estate Equities Inc
1.56% Paramount Group Inc
1.51% Essex Property Trust Inc
1.29% Extra Space Storage Inc

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