MSULX – Fund Analysis – Morgan Stanley Inst US Real Estate L | Morningstar

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Will MSULX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSULX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the MSULX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of MSULX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund is about to be liquidated.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Morgan Stanley has announced that it will liquidate this fund on or about Oct. 31, 2024. Ahead of the liquidation, the fund will move some or all of its assets into cash, impairing its ability to meet its investment objective. As a result, the Process rating has been lowered to Low from Average, and investors should seek other options. The following text is from Nov. 22, 2023.

by David Kathman

Rated on Oct 3, 2024 Published on Oct 3, 2024

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