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 Dow Down 0.02% Nasdaq Down 0.04%

REMS Real Estate Value Opportunity P (HLPPX)

17.10 Down 0.06(0.35%) Jul 24
Prev Close:17.16
YTD Return*:11.03%
Net Assets*:419.69M
Yield*:1.77%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HLPPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares US Real Estate4.5112.28
BDN3.5923.47
DRE3.5519.44
GRT3.52-1.33
PCL3.5122.80

Fund Basics

Morningstar Overall Rating:
Total Assets:419.69M
Category:Real Estate
Annual Report Expense Ratio (net):1.69%

Performance & Risk

YTD Return:11.03%
5y Avg Return:25.29%
Rank in Category (ytd):94
% Rank in Category (ytd):33.69%
Beta (3y):0.95
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term growth of capital and current income. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry and other real estate related investments. A company principally engaged in the real estate industry is one that derives at least 50% of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or has at least 50% of its assets in such real estate businesses. The fund is non-diversified. View More
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