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    REMS Real Estate Value Opportunity P (HLPPX)

    18.43 Up 0.13(0.71%) Jan 26
    Prev Close:18.30
    YTD Return*:18.17%
    Net Assets*:456.78M
    Yield*:1.58%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for HLPPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WCIC3.65-0.31
    GRT3.540.51
    PKY3.520.92
    DOC3.460.90
    AMH3.431.94

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:456.78M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.69%

    Performance & Risk

    YTD Return:18.17%
    5y Avg Return:17.66%
    Rank in Category (ytd):95
    % Rank in Category (ytd):34.67%
    Beta (3y):0.70
    Morningstar Risk Rating:4

    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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