Global Real Estate Fund Quote
Global Real is trading at 4.83 as of the 1st of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 4.83. Equity ratings for Global Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
Global Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Morgan Stanley (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Global Real Estate [MRLAX] is traded in USA and was established 1st of December 2024. Global Real is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Morgan Stanley family. This fund now has accumulated 37.79 M in assets with no minimum investment requirementsGlobal Real Estate is currently producing year-to-date (YTD) return of 12.36% with the current yeild of 0.06%, while the total return for the last 3 years was -0.88%.
Check Global Real Probability Of Bankruptcy
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 Global 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 Global 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 Global Real Estate 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 Global Real Estate Mutual Fund Constituents
| VNO | Vornado Realty Trust | Stock | Real Estate | |
| REG | Regency Centers | Stock | Real Estate | |
| MTSFF | Mitsui Fudosan Co | Pink Sheet | Real Estate—Diversified | |
| WELL | Welltower | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate | |
| SLG | SL Green Realty | Stock | Real Estate |
Global Real Estate Risk Profiles
| Mean Deviation | 0.4349 | |||
| Semi Deviation | 0.3908 | |||
| Standard Deviation | 0.6157 | |||
| Variance | 0.3791 |
Global Real Against Markets
Global Real Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Global Real mutual fund to make a market-neutral strategy. Peer analysis of Global Real could also be used in its relative valuation, which is a method of valuing Global Real by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Global Mutual Fund
Global Real financial ratios help investors to determine whether Global 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 Global with respect to the benefits of owning Global Real security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |