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    REMS Real Estate Income 50/50 Platform (RREFX)

    12.09 0.00(0.00%) Feb 10
    Prev Close:12.09
    YTD Return*:-3.01%
    Net Assets*:100.84M
    Yield*:3.92%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for RREFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BDN4.20N/A
    LPT4.11N/A
    CLNY4.02N/A
    CXP3.92N/A
    WRE3.87N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:100.84M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:-3.01%
    5y Avg Return:7.41%
    Rank in Category (ytd):11
    % Rank in Category (ytd):3.9%
    Beta (3y):0.40
    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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