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REMS Real Estate Value Opportunity Instl (HLRRX)

16.23 Up 0.07(0.43%) Apr 24
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Prev Close:16.16
YTD Return*:4.41%
Net Assets*:366.66M
Yield*:2.03%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for HLRRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares US Real Estate4.173.90
BDN3.8111.53
PLD3.706.89
SUI3.6813.30
DRE3.608.62

Fund Basics

Morningstar Overall Rating:
Total Assets:366.66M
Category:Real Estate
Annual Report Expense Ratio (net):1.44%

Performance & Risk

YTD Return:4.41%
5y Avg Return:31.35%
Rank in Category (ytd):97
% Rank in Category (ytd):34.4%
Beta (3y):0.95
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term growth of capital and current income. The fund 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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