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    REMS Real Estate Income 50/50 Platform (RREFX)

    14.60 Up 0.03(0.21%) Dec 19
    Prev Close:14.57
    YTD Return*:20.85%
    Net Assets*:135.06M
    Yield*:4.46%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for RREFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    GRT4.1950.00
    HT4.0935.73
    SUI3.9540.53
    DRE3.8833.71
    HME3.7926.24

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:135.06M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.14%

    Performance & Risk

    YTD Return:20.85%
    5y Avg Return:9.32%
    Rank in Category (ytd):86
    % Rank in Category (ytd):31.39%
    Beta (3y):0.44
    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 will pursue its income strategy though a portfolio of 50% preferred securities and 50% common equities, rebalanced periodically to offset changes in market valuations. It 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. The fund is non-diversified. View More
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