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REMS Real Estate Income 50/50 Platform (RREFX)

14.10 Up 0.02(0.14%) Jul 23
Prev Close:14.10
YTD Return*:14.65%
Net Assets*:127.50M
Yield*:4.82%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for RREFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BDN3.9812.28
DRE3.9823.47
HME3.8922.62
HT3.7222.80
BMR3.7123.73

Fund Basics

Morningstar Overall Rating:
Total Assets:127.5M
Category:Real Estate
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:14.65%
5y Avg Return:12.19%
Rank in Category (ytd):86
% Rank in Category (ytd):30.82%
Beta (3y):0.47
Morningstar Risk Rating:1

Fund Summary

The investment seeks to achieve a primary objective of high current income with a secondary objective of long-term capital growth. The fund invests at least 80% of its 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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