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REMS Real Estate Value Opportunity P (HLPPX)

17.49 Up 0.09(0.52%) Nov 21
Prev Close:17.40
YTD Return*:15.14%
Net Assets*:450.57M
Yield*:1.62%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for HLPPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WCIC3.65-0.68
GRT3.5450.75
PKY3.526.75
DOC3.4628.65
AMH3.436.98

Fund Basics

Morningstar Overall Rating:
Total Assets:450.57M
Category:Real Estate
Annual Report Expense Ratio (net):1.69%

Performance & Risk

YTD Return:15.14%
5y Avg Return:20.09%
Rank in Category (ytd):95
% Rank in Category (ytd):34.42%
Beta (3y):0.71
Morningstar Risk Rating:2

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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