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Fund Intelligence | Best Managers | REFBX Insights | REFBX Score | REFBX Performance | REFBX Manager | REFBX News | REFBX Allocation | REFBX Holdings Change

Mutual Fund Insights: Morgan Stanley Real Estate B Fund (REFBX)

In-depth Analysis of Morgan Stanley Real Estate B Fund (REFBX)

Mutual fund chart: Morgan Stanley Real Estate B Fund (REFBX)

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See Morgan Stanley Real Estate B Fund (REFBX) performance details as of January 31, 2010

  

    Last Trade: $5.40 on 3/18/2010, Change: -0.02 (-0.37%)

  

Fund Manager - Theodore R. Bigman

Fund Manager Tenure: 10.9 years   [Similar Funds: REFAX  REFCX  REFDX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Bigman is a managing director of Morgan Stanley, his employer since 1995. Between 1987 and 1995, he served as a portfolio manager with CS First Boston, where he established and managed the company's real-estate effort. He is a member of both the National Association of Real Estate Investment Trusts and the International Council of Shopping Centers.  Get more insights on Theodore R. Bigman

  

What we like about Morgan Stanley Real Estate B Fund (REFBX) What we like about Morgan Stanley Real Estate B Fund (REFBX)

Data for Morgan Stanley Real Estate B Fund (REFBX) as of January 31, 2010

  • Morgan Stanley Real Estate B Fund (REFBX) management has been with Morgan Stanley Real Estate B Fund for 10.9 years
  • Morgan Stanley Real Estate B Fund (REFBX) has good short-term performance (1-year return 49.31% vs 47.97% Real Estate category average)
  • Morgan Stanley Real Estate B Fund (REFBX) has good Long-term performance (5-year return 0.97% vs -0.30% Real Estate category average)

  

What we are cautious about Morgan Stanley Real Estate B Fund (REFBX) What we are cautious about Morgan Stanley Real Estate B Fund (REFBX)

Data for Morgan Stanley Real Estate B Fund (REFBX) as of January 31, 2010

  • Morgan Stanley Real Estate B Fund is a focused fund with 58.35% 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 Real Estate B Fund (REFBX) has a less-than-ideal mid-term performance (3-year return -17.66% vs -17.09% Real Estate category average)
  • Morgan Stanley Real Estate B Fund (REFBX) ratio of up-years vs down years can be improved
  • Morgan Stanley Real Estate B Fund (REFBX) has a Morningstar rating of 3 and below
  • Morgan Stanley Real Estate B Fund (REFBX) is less safe compared to its Real Estate peers
  • Morgan Stanley Real Estate B Fund (REFBX) does not have a good risk adjusted return as its 3-year Alpha of -1.31 is worse than category average of -0.91, and its 3-year Sharpe ratio is -0.35
  • Morgan Stanley Real Estate B Fund (REFBX) is more volatile than its peers as it has a 3-year Standard Deviation of 38.88 that is higher than category average of 38.72
  • Morgan Stanley Real Estate B Fund (REFBX) has a higher management fee of 2.45% than its Real Estate average of 1.47%
  • Morgan Stanley Real Estate B Fund (REFBX) carries a 5% load
See Morgan Stanley Real Estate B Fund (REFBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Real Estate category?

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Morgan Stanley Real Estate B Fund (REFBX) Net Asset

Track net asset change of Morgan Stanley Real Estate B fund (REFBX)

DateNet Asset
01/2010$7.90M
11/2009$8.66M
10/2009$8.40M
More historic net asset information on Morgan Stanley Real Estate B Fund (REFBX)

  

Morgan Stanley Real Estate B Fund (REFBX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Real Estate B fund (REFBX)

DateCashStockBondOther
09/20092.97%97.03%0%0%
06/20092.22%97.78%0%0%
03/20090%100%0%0%
Click here to see more historic asset allocation information on Morgan Stanley Real Estate B Fund (REFBX)

  

Most Recent Top 10 Holdings in Morgan Stanley Real Estate B Fund (REFBX)

Discover what Morgan Stanley Real Estate B Fund (REFBX) manager is buying

30-Sep-09
SIMON PPTY GRP INC [10.29%]
EQUITY RESIDENTAL [8.71%]
AVALONBAY CMTYS [6.59%]
VORNADO REALTY TRUST [6.11%]
PUBLIC STG [5.57%]
BOSTON PPTYS INC [4.76%]
SENIOR HSG SBI [4.31%]
HOST HOTELS & RESORT [3.81%]
BROOKFIELD PTYS CP [3.73%]
REGENCY CENTERS CORP [3.72%]

30-Jun-09
SIMON PPTY GRP INC [10.05%]
EQUITY RESIDENTAL [7.47%]
AVALONBAY CMTYS [6.66%]
PUBLIC STG [6.52%]
VORNADO REALTY TRUST [5.45%]
BOSTON PPTYS INC [5.06%]
SENIOR HSG SBI [4.82%]
HOST HOTELS & RESORT [3.85%]
REGENCY CENTERS CORP [3.83%]
BROOKFIELD PTYS CP [3.66%]

31-Mar-09
SIMON PPTY GRP INC [8.56%]
AVALONBAY CMTYS [7.99%]
EQUITY RESIDENTAL [7.63%]
PUBLIC STG [6.21%]
BOSTON PPTYS INC [5.77%]
SENIOR HSG SBI [5.45%]
STARWOOD HOTELS&RES [5.15%]
VORNADO REALTY TRUST [4.85%]
BROOKFIELD PTYS CP [4.73%]
FEDERAL RLTY INV TR [4.67%]
Click here for Stock Holding Change Map in Morgan Stanley Real Estate B Fund (REFBX)

  

Related books and products to Morgan Stanley Real Estate B Fund (REFBX)

  

Latest News on Morgan Stanley Real Estate B (REFBX)

See what is happening with Morgan Stanley Real Estate B Fund (REFBX)

 

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