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    REMS Real Estate Income 50/50 Instl (RREIX)

    14.92 Down 0.08(0.53%) Mar 4
    Prev Close:15.00
    YTD Return*:4.23%
    Net Assets*:145.47M
    Yield*:4.53%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for RREIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SUI4.4211.11
    DRE4.267.77
    HT4.21-5.26
    RPT3.994.27
    HME3.988.28

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:145.47M
    Category:Real Estate
    Annual Report Expense Ratio (net):0.80%

    Performance & Risk

    YTD Return:4.23%
    5y Avg Return:11.45%
    Rank in Category (ytd):86
    % Rank in Category (ytd):29.05%
    Beta (3y):0.36
    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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