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    REMS Real Estate Value Opportunity P (HLPPX)

    17.67 Up 0.10(0.57%) May 1
    Prev Close:17.57
    YTD Return*:3.52%
    Net Assets*:434.86M
    Yield*:1.41%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for HLPPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    HBAYF.TO4.20-0.12
    KRG3.80-1.00
    DOC3.717.74
    ARE3.719.89
    CLNY3.6611.50

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:434.86M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.61%

    Performance & Risk

    YTD Return:3.52%
    5y Avg Return:15.90%
    Rank in Category (ytd):84
    % Rank in Category (ytd):28.57%
    Beta (3y):0.56
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital and current income. The fund normally 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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