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    REMS Real Estate Value Opportunity P (HLPPX)

    17.44 Up 0.13(0.75%) Jul 31
    Prev Close:17.31
    YTD Return*:-4.05%
    Net Assets*:408.93M
    Yield*:1.47%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for HLPPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WCIC3.85N/A
    STAR3.83N/A
    BDN3.54N/A
    HT3.54N/A
    PCL3.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:408.93M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.61%

    Performance & Risk

    YTD Return:-4.05%
    5y Avg Return:16.53%
    Rank in Category (ytd):19
    % Rank in Category (ytd):6.62%
    Beta (3y):0.59
    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. It is non-diversified. View More
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