- Morgan Stanley Institutional Fund Global Concentrated Real Estate Portfolio
Morgan Stanley
- Global
- Real Estate
Morgan Stanley Institutional Fund Global Concentrated Real Estate Portfolio
MCQCX
Summary
Price
Last Close
$8.27 ( +0 )
52 Week HL
$8.42 - $5.7
Net Assets
$3.81 M
Expense Ratio
0.90 %
Sector Allocation
Jan 31, 2021Top 10 Holdings
Feb 26, 2021Company Name
- Prologis Inc
- Healthpeak Properties
- AvalonBay Communities
- Public Storage
- Simon Property
Holding
- 6.21
- 4.92
- 4.64
- 4.00
- 3.83
Company Name
- Hongkong Land
- SL Green
- Nippon Prologis
- Klepierre
- Camden Property
- Total
Holding
- 3.82
- 3.14
- 3.04
- 2.97
- 2.97
- 39.54%
Manager
Name
Theodore R. Bigman
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-
3 Year
-14.75%
5 Year
0%
Best
13.44%
2021
Worst
-23.1%
2020
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 6.6% | -37.8% | 13.6% | - | - | - | - | - | - | - |
| Q2 | - | 6.4% | 7.6% | -6% | 0.4% | - | - | - | - | - | - |
| Q3 | - | - | -3.9% | -1.9% | -1.2% | - | - | - | - | - | - |
| Q4 | - | - | 19.5% | 3.4% | -8.4% | - | - | - | - | - | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2021 | 0.4% | 3.8% | 2.2% | 7.9% | -1.3% | - | - | - | - | - | - | - |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MCQCX | - | 13% | -23% | 10% | - | - | - | - | - | - | - |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | - | -15% | -39% | -19% | - | - | - | - | - | - | - |