| 20.10 Net Asset Value | +0.20% 1 Day | -0.20% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | 5.25 Sales Expenses | 1.37% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | -12.04% | 3 years | +15.07% | |
| 3 months | -2.85% | 5 years | -0.65% | |
| 1 year | +28.82% | Since inception | +8.55% |
| IERBX | Category | |
|---|---|---|
| Performance 5-yr return | -0.65% | +2.33% |
| Expense ratio | 1.37% | 1.49% |
| Risk 5 year sharpe ratio | 0.11 | 0.18 |
| Net assets | $131.5M | $631.7M |
| Average market cap | $10.4B | $9.0B |
| Average P/E | 12.2 | 16.8 |
| Portfolio turnover | 31% | 31% |
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| Fund family | Morgan Stanley |
| Fund manager & tenure | Theodore Bigman / 14 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 98.85% |
| Industrial materials | 0.91% |
| Consumer service | 0.23% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| -- Sun Hung Kai Properties, Ltd. | 7.95% |
| -- Mitsubishi Estate | 7.62% |
| -- Mitsui Fudosan Co., Ltd. | 5.85% |
| -- Sumitomo Realty & Development Co., Ltd. | 5.33% |
| -- Westfield Group | 4.58% |
| -- Unibail-Rodamco SE | 3.93% |
| -- Hongkong Land Holdings Ltd. | 3.38% |
| -- Land Securities Group PLC | 2.15% |
| -- Wharf holdings | 2.12% |
| -- Nippon Building Fund Inc | 2.06% |
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