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    REMS Real Estate Value Opportunity Instl (HLRRX)

    17.59 Up 0.13(0.74%) Jul 31
    Prev Close:17.46
    YTD Return*:-3.94%
    Net Assets*:408.93M
    Yield*:1.75%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for HLRRX 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):1.36%

    Performance & Risk

    YTD Return:-3.94%
    5y Avg Return:16.81%
    Rank in Category (ytd):17
    % Rank in Category (ytd):5.92%
    Beta (3y):0.58
    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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