The most notable companies in this group are PROLOGIS (NYSE:PLD), Simon Property Group (NYSE:SPG).
The investment seeks to provide above average current income and long-term capital appreciation.
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 (“REOCs”) that invest in a variety of property types and regions. Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of companies in the U.S. real estate industry. The fund is non-diversified.
The average market capitalization across the Morgan Stanley Inst US Real Estate I MF is 33.84B. The market cap for tickers in the group ranges from 13.04B to 103.36B. PLD holds the highest valuation in this group at 103.36B. The lowest valued company is AMH at 13.04B.
The average weekly volume growth across all stocks in the Morgan Stanley Inst US Real Estate I MF was 126%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was 104%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 83
P/E Growth Rating: 48
Price Growth Rating: 43
SMR Rating: 74
Profit Risk Rating: 56
Seasonality Score: 13 (-100 ... +100)