Past performance is no guarantee of future results. The Morgan Stanley US REIT Index (RMS) is a total return market capitalization-weighted index which prices once per day after market close. It is calculated by MSCI and is based on the member constituents of the RMZ index. The RMS does not reflect deductions for fees, expenses or taxes. The S&P 500 Total Return Index is the total return version of S&P 500 index. Dividends are reinvested on a daily basis and the base date for the index is January 1, 1988. All regular cash dividends are assumed reinvested in the S&P 500 index on the ex-date. Special cash dividends trigger a price adjustment in the price return index. You cannot invest directly in an index. REITs in the Morgan Stanley REIT Index tend to be small to mid-size companies with market capitalizations generally ranging from $75 million to $7.0 billion. Small and mid-cap securities may perform differently than large cap securities, such as those in the S&P 500 Total Return Index. In addition, small and mid-cap securities are typically less liquid and may be subject to greater share price fluctuations than large cap securities. Historically, however, the significant amount of dividend income produced by REITs has tended to soften the impact of such volatility.
© Brookfield Redding LLC. All Rights Reserved. Use of this site subject to our Terms and Conditions of Use and Privacy Policy.