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Morgan Stanley Inst Global Real Est IS (MGREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.3000+0.0300 (+0.70%)
At close: 06:45PM EDT

Morgan Stanley Inst Global Real Est IS

New York, NY 10036

522 Fifth Avenue

Morgan Stanley Institutional Fund Inc

Management information
,Lead manager since 8 February 2022
Simon Robson Brown is a Portfolio Manager and, as a member of the firm's Listed Real Assets European research team, is responsible for the evaluation of listed real estate companies located throughout the United Kingdom and Continental Europe. In addition, Simon is responsible for the oversight of the London listed team. Simon joined the predecessor firm of CBRE Investment Management's Listed Real Assets business in 2006. Prior to that, Simon worked in various research and analyst positions at UBS and Citigroup. Simon has over 20 years of real estate investment experience. Credentials - European Public Real Estate Association (EPRA) - Member of Institute of Chartered Accountants in England & Wales Education - B.A. Hons, Saint John’s College, Cambridge, 1995 (first)
Morningstar style box
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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 assets36.19M
YTD return-5.25%
Yield4.87%
Morningstar rating★★
Inception date29 Aug 2006

Fund operations

Last dividend0.20
Last cap gain16.00
Holdings turnover73.00%
Average for categoryN/A

Fees and expenses

ExpenseMGREXCategory average
Annual report expense ratio (net)0.85%1.21%
Prospectus net expense ratio0.85%N/A
Prospectus gross expense ratio7.58%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.20%
Max deferred sales loadN/A1.24%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A