Real Assets is trading at 10.90 as of the 23rd of July 2025; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 10.89. 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 24th of April 2025 and ending today, the 23rd of July 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
Real Assets Portfolio [MRJSX] is traded in USA and was established 23rd of July 2025. Real Assets is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Morgan Stanley family. This fund now has accumulated 11.9 M in assets with no minimum investment requirementsReal Assets Portfolio is currently producing year-to-date (YTD) return of 12.02% with the current yeild of 0.11%, while the total return for the last 3 years was 8.46%.
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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
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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