Mutual Fund Insights: Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

In-depth Analysis of Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

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See Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) performance details as of January 31, 2010

  

Last Trade: $7.64 on 3/16/2010, Change: +0.11 (1.46%)

  

Fund Manager - Angeline Ho

Fund Manager Tenure: 3.5 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

Ho is vice president with Morgan Stanley Investment Management Group, since 1997. Prior to joining the firm, Ho was a senior research analyst at SocGen-Crosby Securities from 1995 to 1997, where Ho was primarily responsible for the coverage of listed real estate securities in Singapore and Malaysia.  Get more insights on Angeline Ho

  

 What we like about Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

Data for Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) as of January 31, 2010

• Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) management has been with Morgan Stanley Inst Glbl Real Estate L Fund for 3.5 years
• Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) has good short-term performance (1-year return 54.37% vs 47.97% Global Real Estate category average)
• Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) has good mid-term performance (3-year return -14.76% vs -15.77% Global Real Estate category average)
• Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) ratio of up-years vs down years is greater than 2
• Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) has an annual stock turnover rate of 40.00% vs Global Real Estate average of 69.72%. It is good that Morgan Stanley Inst Glbl Real Estate L management does not trade extensively for its return.

  

 What we are cautious about Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

Data for Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) as of January 31, 2010

• Morgan Stanley Inst Glbl Real Estate L Fund is a focused fund with 37.74% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) has a Morningstar rating of 3 and below
• Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) is more volatile than its peers as it has a 3-year Standard Deviation of 32.15 that is higher than category average of 29.8
• Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) has a higher management fee of 1.80% than its Global Real Estate average of 1.54%
• Even though Morgan Stanley Inst Glbl Real Estate L Fund carries no load, it does have a 0.75% of 12b1 promotion, distributions, marketing expenses

See Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) performance details as of January 31, 2010

  

  

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Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) Net Asset

Track net asset change of Morgan Stanley Inst Glbl Real Estate L fund (MGRLX)

Date	Net Asset
01/2010	$2.35M
11/2009	$1.57M
10/2009	$1.45M

More historic net asset information on Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

  

Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Glbl Real Estate L fund (MGRLX)

Date	Cash	Stock	Bond	Other
09/2009	2.64%	95.3%	0%	2.05%
06/2009	0%	97.57%	0%	2.43%
03/2009	2.74%	159.76%	0%	2.4%

Click here to see more historic asset allocation information on Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

  

Most Recent Top 10 Holdings in Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

Discover what Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX) manager is buying

30-Sep-09 Sun Hung Kai Properties, Ltd. [6.73%] Mitsubishi Estate [6.15%] Mitsui Fudosan Co., Ltd. [5.55%] WESTERN DIGITAL CP [4.78%] Sumitomo Realty & Development Co., Ltd. [3.44%] Hongkong Land Hldgs Ltd [3.38%] SIMON PPTY GRP INC [3.33%] UNILEVER PLC AMER [3.1%] China Overseas Land & Investment Ltd. [2.98%] EQUITY RESIDENTAL [2.38%]

30-Jun-09 Sun Hung Kai Properties, Ltd. [6.73%] Mitsubishi Estate [6.15%] Mitsui Fudosan Co., Ltd. [5.55%] WESTERN DIGITAL [4.78%] Sumitomo Realty & Development Co., Ltd. [3.44%] Hongkong Land Hldgs Ltd [3.38%] SIMON PROPERTY GROUP [3.33%] UNILEVER [3.1%] China Overseas Land & Investment Ltd. [2.98%] EQUITY RESIDENTAL [2.38%]

31-Mar-09 Sun Hung Kai Properties, Ltd. [7.47%] Mitsubishi Estate [5.59%] WESTERN DIGITAL CP [5.21%] Mitsui Fudosan Co., Ltd. [4.66%] UNILEVER PLC AMER [3.76%] Hongkong Land Hldgs Ltd [3.38%] Sumitomo Realty & Development Co., Ltd. [2.85%] Guangzhou R&F Properties Co., Ltd. [2.83%] Msilf Money Mkt Portfolio [2.74%] SIMON PPTY GRP INC [2.71%]

Click here for Stock Holding Change Map in Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

  

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See more information on Morgan Stanley Inst Glbl Real Estate L Fund (MGRLX)

• Morgan Stanley Inst Glbl Real Estate L Fund Insights
• Morgan Stanley Inst Glbl Real Estate L Fund Performance Data
• Morgan Stanley Inst Glbl Real Estate L Fund News
• Morgan Stanley Inst Glbl Real Estate L Fund Score Explaination
• Morgan Stanley Inst Glbl Real Estate L Fund Manager Information
• Historic Morgan Stanley Inst Glbl Real Estate L Fund Asset Allocation Report
• Historic Morgan Stanley Inst Glbl Real Estate L Fund Top 10 Holding Tracking
• Historic Morgan Stanley Inst Glbl Real Estate L Fund Asset Under Management Tracking