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MGREX Morgan Stanley Inst Global Real Est IS

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Fund MGREX Morgan Stanley Inst Global Real Est IS RWO SPDR® Dow Jones Global Real Estate ETF FFR First Trust FTSE EN Dev Mkts Rel Est ETF  
Similarity
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100% 88% 94%
Annual Fees
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$102.45
(0.97% Exp. Ratio)
$52.81
(0.50% Exp. Ratio)
$63.37
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$38,530.77 $44,411.63 $43,091.92
Est. savings over 30 yrs +$5,880.86 +$4,561.15
Return
As of 10/31/16
1 YR RETURN -0.44%
3 YR 4.16%
5 YR 8.05%
10 YR 2.54%
1 YR RETURN 1.05%
3 YR 5.68%
5 YR 8.81%
10 YR --
1 YR RETURN 2.93%
3 YR 4.75%
5 YR 8.54%
10 YR --
Description
The investment seeks to provide current income and capital appreciation. The fund invests at least 80% of its assets in equity securities of companies in the real estate industry, including real estate operating companies ("REOCs"), real estate investment trusts ("REITs") and similar entities established outside the United States ("foreign real estate companies"). It will invest primarily in companies located in the developed countries of North America, Europe and Asia, but may also invest in emerging markets.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Global Select Real Estate Securities Indexsm based upon the global real estate market. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities. The fund is non-diversified.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the FTSE EPRA/NAREIT Developed Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks or in depositary receipts representing securities in the index. The index is modified market cap weighted based on free float market capitalization and tracks the performance of listed real estate companies or real estate investment trusts ("REITs") in North America, Europe and Asia.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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