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    REMS Real Estate Value Opportunity P (HLPPX)

    18.29 Up 0.17(0.94%) Mar 30
    Prev Close:18.29
    YTD Return*:2.87%
    Net Assets*:444.99M
    Yield*:1.55%

    * As of 28-Feb-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.TO4.206.67
    KRG3.800.38
    DOC3.711.36
    ARE3.719.77
    CLNY3.665.71

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:444.99M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.61%

    Performance & Risk

    YTD Return:2.87%
    5y Avg Return:17.90%
    Rank in Category (ytd):54
    % Rank in Category (ytd):18.31%
    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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