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    REMS Real Estate Value Opportunity Instl (HLRRX)

    17.89 Up 0.31(1.76%) Dec 17
    Prev Close:17.89
    YTD Return*:17.15%
    Net Assets*:458.45M
    Yield*:1.78%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for HLRRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WCIC3.65-1.52
    GRT3.5450.00
    PKY3.52-0.45
    DOC3.4628.26
    AMH3.438.09

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:458.45M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.44%

    Performance & Risk

    YTD Return:17.15%
    5y Avg Return:19.68%
    Rank in Category (ytd):93
    % Rank in Category (ytd):33.94%
    Beta (3y):0.69
    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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