Real Assets Portfolio Fund Quote
| MRJAX Fund | USD 10.35 0.02 0.19% |
PerformanceOK
| Odds Of DistressLow
|
Real Assets is trading at 10.35 as of the 26th of February 2025; that is 0.19% down since the beginning of the trading day. The fund's open price was 10.37. Real Assets has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 4th of November 2023 and ending today, the 26th of February 2025. Click here to learn more.
The funds Adviser seeks to achieve its investment objective by investing in inflation-sensitive securities, such as inflation-sensitive global equities , commodities and inflation-linked bonds . Under normal market conditions, the adviser typically expects to invest between 50-100 percent of its total assets in Core Real Assets.. More on Real Assets Portfolio
Moving together with Real Mutual Fund
Real Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Value Funds, World Allocation Funds, World Allocation, Morgan Stanley (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Real Assets Portfolio [MRJAX] is traded in USA and was established 26th of February 2025. Real Assets is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Morgan Stanley family. This fund now has accumulated 32.86 M in assets with minimum initial investment of 1 K. Real Assets Portfolio is currently producing year-to-date (YTD) return of 6.56% with the current yeild of 0.11%, while the total return for the last 3 years was 4.11%.
Check Real Assets Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Real Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Real Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Real Assets Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Real Assets Portfolio Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| CCI | Crown Castle | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate | |
| SLG | SL Green Realty | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate |
Real Assets Portfolio Risk Profiles
| Mean Deviation | 0.353 | |||
| Semi Deviation | 0.3677 | |||
| Standard Deviation | 0.4483 | |||
| Variance | 0.2009 |
Real Assets Against Markets
Other Information on Investing in Real Mutual Fund
Real Assets financial ratios help investors to determine whether Real Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Real with respect to the benefits of owning Real Assets security.
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