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Morgan Stanley Institutional Fund, Inc. International Real Estate Portfolio Class A – IERBX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
21.070.09 (+0.43%)19.31 - 21.540.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - IERBX

The investment seeks to provide current income and long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies in the real estate industry. Such companies are located in various global markets throughout the world (excluding the United States and Canada). The equity securities in which the Portfolio may invest include common stock, preferred stock, convertible securities, depositary receipts and rights and warrants. It will invest primarily in companies located in the developed countries of Europe and Asia, but may also invest in emerging markets. The fund is non-diversified.

Growth of $10,000 (10 Years)

Total Return8.38%
Yield (Trailing 12 Mo.)1.86%
Expense Ratio1.53%
Front Load5.25%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure16 Years
Fund Inception10/01/1997

Trailing Total Returns - IERBX

as of 02/28/2015
TimeframeIERBXS&P 500Global Real Estate
1 Month3.17%5.75%0.88%
3 Month4.59%2.31%4.15%
1 Year9.56%15.51%13.72%
3 Year10.91%18.00%11.74%
5 Year8.63%16.18%11.63%
10 Year4.13%7.99%5.78%
Since Inception8.38%10.71%--

Sector Allocation - IERBX

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - IERBX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$99.94M
Total Stock Holdings103
Total Bond Holdings0

Top Ten Holdings - IERBX

as of 02/28/2015
CompanyYTD Return% of Assets
Sun Hung Kai Properties Ltd3.82%7.96%
Mitsubishi Estate Co Ltd6.60%6.45%
Mitsui Fudosan Co Ltd2.16%6.31%
Sumitomo Realty & Development Co Ltd0.03%3.72%
Link Real Estate Investment Trust2.89%3.06%
Scentre Group3.81%2.95%
Westfield Corp6.81%2.88%

Valuation & Growth - IERBX

as of 02/28/2015
ValuationIERBXCategory Range
Price/Cash Flow--
Dividend Yield2.85
LT Earnings7.12
Historical Earnings-1.46
Sales Growth0.86
Cash-Flow Growth-12.6
Book-Value Growth6.7
Key:  Lo 

Morningstar Summary - IERBX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - IERBX, 3 Year Avg

Pretax Return10.91%
Tax-adjusted Return7.16%
Tax Cost Ratio1.63%
Potential Cap Gains-579.31%

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