Msif Real Estate Fund Quote

MRETX Fund  USD 10.26  0.00  0.00%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Msif Us is trading at 10.26 as of the 29th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 10.26. Msif Us has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Msif Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2023 and ending today, the 29th 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 Msif Real Estate

Moving together with Msif Mutual Fund

  0.66OZ Belpointe PREP LLCPairCorr

Moving against Msif Mutual Fund

  0.61FR First Industrial RealtyPairCorr
  0.53O Realty IncomePairCorr
  0.51AHT-PG Ashford Hospitality TrustPairCorr
  0.5RC Ready Capital CorpPairCorr
  0.38PW Power REITPairCorr
  0.38UK Ucommune InternationalPairCorr

Msif Mutual Fund Highlights

Fund ConcentrationMorgan Stanley Funds, Large Funds, Real Estate Funds, Real Estate, Morgan Stanley (View all Sectors)
Update Date30th of September 2024
Msif Real Estate [MRETX] is traded in USA and was established 29th of November 2024. Msif Us 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 312.53 M in assets with no minimum investment requirementsMsif Real Estate is currently producing year-to-date (YTD) return of 17.02% with the current yeild of 0.02%, while the total return for the last 3 years was 1.61%.
Check Msif Us 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 Msif 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 Msif 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 Msif 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 Msif Real Estate Mutual Fund Constituents

HCPHashicorpStockInformation Technology
PGREParamount GroupStockReal Estate
WELLWelltowerStockReal Estate
AVBAvalonBay CommunitiesStockReal Estate
VTRVentas IncStockReal Estate
VNOVornado Realty TrustStockReal Estate
VICIVICI PropertiesStockReal Estate
UDRUDR IncStockReal Estate
More Details

Msif Real Estate Risk Profiles

Msif Us Against Markets

Other Information on Investing in Msif Mutual Fund

Msif Us financial ratios help investors to determine whether Msif 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 Msif with respect to the benefits of owning Msif Us security.
Bollinger Bands
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Portfolio Holdings
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