Us Real Estate Fund Quote
Us Real is trading at 9.69 as of the 25th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.69. Equity ratings for Us Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2023 and ending today, the 25th of November 2024. Click here to learn more.
MUSDX 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 | 28th of April 2023 |
| Fiscal Year End | December |
Us Real Estate [MUSDX] 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 30.71 M in assets with no minimum investment requirementsUs Real Estate is currently producing year-to-date (YTD) return of 16.56% with the current yeild of 0.02%, while the total return for the last 3 years was 1.57%.
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 MUSDX 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 MUSDX 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 | |
| WELL | Welltower | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate | |
| MAA | Mid America Apartment Communities | Stock | Real Estate | |
| HST | Host Hotels Resorts | Stock | Real Estate | |
| MAC | Macerich Company | Stock | Real Estate | |
| PGRE | Paramount Group | Stock | Real Estate | |
| INVH | Invitation Homes | Stock | Real Estate |
Us Real Estate Risk Profiles
| Mean Deviation | 0.4896 | |||
| Semi Deviation | 0.3377 | |||
| Standard Deviation | 0.6459 | |||
| Variance | 0.4172 |
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 MUSDX Mutual Fund
Us Real financial ratios help investors to determine whether MUSDX 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 MUSDX with respect to the benefits of owning Us Real security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |