Us Real Estate Fund Quote
Us Real is trading at 10.26 as of the 26th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 10.26. Equity ratings for Us Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
MSUSX Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Real Estate Funds, Real Estate, Morgan Stanley, Large, Real Estate (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Us Real Estate [MSUSX] is traded in USA and was established 26th 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 30.71 M in assets with no minimum investment requirementsUs Real Estate is currently producing year-to-date (YTD) return of 16.98% with the current yeild of 0.02%, while the total return for the last 3 years was 1.93%.
Check Us Real Probability Of Bankruptcy
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 MSUSX 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 MSUSX 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
| HR | Healthcare Realty Trust | Stock | Real Estate | |
| O | Realty Income | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| EXR | Extra Space Storage | Stock | Real Estate | |
| EQR | Equity Residential | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate |
Us Real Estate Risk Profiles
| Mean Deviation | 0.4845 | |||
| Semi Deviation | 0.3215 | |||
| Standard Deviation | 0.646 | |||
| Variance | 0.4174 |
Us Real Against Markets
Us Real Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Us Real mutual fund to make a market-neutral strategy. Peer analysis of Us Real could also be used in its relative valuation, which is a method of valuing Us Real by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in MSUSX Mutual Fund
Us Real financial ratios help investors to determine whether MSUSX 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 MSUSX with respect to the benefits of owning Us Real security.
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