Us Real Estate Fund Quote
| MSULX Fund | USD 9.66 0.00 0.00% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Us Real is trading at 9.66 as of the 30th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.66. Us Real has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Us Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
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 that invest in a variety of property types and regions. More on Us Real Estate
Moving together with MSULX Mutual Fund
Moving against MSULX Mutual Fund
MSULX Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Real Estate Funds, Real Estate, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2020 |
| Fiscal Year End | December |
Us Real Estate [MSULX] is traded in USA and was established 30th of November 2024. Us Real is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Morgan Stanley family. This fund now has accumulated 57.34 M in assets with no minimum investment requirementsUs Real Estate is currently producing year-to-date (YTD) return of 16.07% with the current yeild of 0.01%, while the total return for the last 3 years was 0.82%.
Check Us Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on MSULX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding MSULX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Us Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Us Real Estate Mutual Fund Constituents
| AVB | AvalonBay Communities | Stock | Real Estate | |
| DLR | Digital Realty Trust | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| EXR | Extra Space Storage | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| HR | Healthcare Realty Trust | Stock | Real Estate | |
| REG | Regency Centers | Stock | Real Estate |
Us Real Estate Risk Profiles
| Mean Deviation | 0.4555 | |||
| Semi Deviation | 0.3643 | |||
| Standard Deviation | 0.6344 | |||
| Variance | 0.4025 |
Us Real Against Markets
Other Information on Investing in MSULX Mutual Fund
Us Real financial ratios help investors to determine whether MSULX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MSULX with respect to the benefits of owning Us Real security.
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