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Morgan Stanley Institutional Fund, Inc. - Global Concentrated Real Estate Portfolio (MCQAX)

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8.300.00 (0.00%)
At close: 08:01PM EDT

Morgan Stanley Institutional Fund, Inc. - Global Concentrated Real Estate Portfolio

Morgan Stanley Institutional Fund Inc

522 Fifth Avenue

New York, NY 10036

800-548-7786
Management information
Laurel Durkay,Lead manager since 6 December 2020
Laurel Durkay, Chartered Financial Analyst Managing Director Laurel Durkay joined Morgan Stanley in 2020 and has 20 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 US 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. Previously, Ms. Durkay held several positions at Citigroup, including working on asset allocation and manag
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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

CategoryGlobal Real Estate
Fund familyMorgan Stanley
Net assets4.42M
YTD return14.39%
Yield1.25%
Morningstar ratingN/A1
Inception date17 Jun 2018

Fund operations

Last dividend0.05
Last cap gain0.00
Holdings turnover31.00%
Average for categoryN/A

Fees and expenses

ExpenseMCQAXCategory average
Annual report expense ratio (net)1.30%1.21%
Prospectus net expense ratio1.30%N/A
Prospectus gross expense ratio35.01%N/A
Max 12b1 fee0.25%N/A
Max front end sales load5.25%5.20%
Max deferred sales loadN/A1.24%
3-yr expense projection5,620N/A
5-yr expense projection8,055N/A
10-yr expense projection10,001N/A