Morgan Stanley Inst US Real Estate I (MSUSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Morgan Stanley Inst US Real Estate I
New York, NY 10036
522 Fifth Avenue
Morgan Stanley Institutional Fund Inc
Management information
,Lead manager since 6 December 2020
Laurel Durkay, Chartered Financial Analyst
Managing Director
Laurel Durkay joined Morgan Stanley in 2020 and has 21 years of investment experience. She is the Head of Global Listed Real Assets within Morgan Stanley Investment Management (MSIM) and the lead portfolio manager for U.S. and Global listed real estate strategies. Prior to joining MSIM, Ms. Durkay was a Senior Vice President and Global Portfolio Manager for Listed Real Estate at Cohen & Steers Capital Management for 14 years.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryReal Estate
Fund familyMorgan Stanley
Net assets25.93M
YTD return-2.07%
Yield2.24%
Morningstar rating★★
Inception date14 June 2018
Fund operations
Last dividend0.05
Last cap gain12.00
Holdings turnover53.00%
Average for categoryN/A
Fees and expenses
ExpenseMSUSXCategory average
Annual report expense ratio (net)1.55%1.08%
Prospectus net expense ratio1.55%N/A
Prospectus gross expense ratio2.68%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.10%
Max deferred sales loadN/A1.13%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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