• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 1.29% Nasdaq Down 3.25%

    REMS Real Estate Income 50/50 Platform (RREFX)

    12.43 Down 0.12(0.96%) Feb 5
    Prev Close:12.55
    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 %
    BMR3.79N/A
    CXP3.79N/A
    ADC3.70N/A
    BDN3.70N/A
    LPT3.70N/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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback