Us Real Estate Fund Quote
| MSURX Fund | USD 9.59 0.00 0.00% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Us Real is trading at 9.59 as of the 25th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.59. Us Real has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a 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 4th of June 2023 and ending today, the 25th 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 MSURX Mutual Fund
Moving against MSURX Mutual Fund
MSURX Mutual Fund Highlights
| Thematic Idea | Realty Funds (View all Themes) |
| Fund Concentration | Morgan Stanley Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Morgan Stanley, Large, Real Estate (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2020 |
| Fiscal Year End | December |
Us Real Estate [MSURX] is traded in USA and was established 25th 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. The entity is thematically classified as Realty Funds. This fund now has accumulated 47.22 M in assets with no minimum investment requirementsUs Real Estate is currently producing year-to-date (YTD) return of 15.85% with the current yeild of 0.01%, while the total return for the last 3 years was 0.57%.
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 MSURX 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 MSURX 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
| EQR | Equity Residential | Stock | Real Estate | |
| HCP | Hashicorp | Stock | Information Technology | |
| VTR | Ventas Inc | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| EQIX | Equinix | Stock | Real Estate | |
| BXP | Boston Properties | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate |
Us Real Estate Risk Profiles
| Mean Deviation | 0.4583 | |||
| Semi Deviation | 0.3506 | |||
| Standard Deviation | 0.6371 | |||
| Variance | 0.4059 |
Us Real Against Markets
Other Information on Investing in MSURX Mutual Fund
Us Real financial ratios help investors to determine whether MSURX 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 MSURX with respect to the benefits of owning Us Real security.
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