REMS Real Estate Value Opportunity P (HLPPX)
16.48 
0.02(0.12%) May 24
| Prev Close: | 16.50 |
|---|
| YTD Return*: | 8.59% |
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| Net Assets*: | 195.01M |
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| Yield*: | 2.65% |
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* As of 28-Feb-13
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Headlines
- No Headlines available for HLPPX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| NRF | 4.41 | 29.83 |
| CCG | 4.16 | 1.14 |
| KW | 4.03 | 15.59 |
| CUZ | 4.01 | 17.75 |
| Istar Finl Pfd | 4.01 | 19.22 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 195.01M |
| Category: | Real Estate |
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| Annual Report Expense Ratio (net): | 1.95% |
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Performance & Risk
| YTD Return: | 8.59% |
| 5y Avg Return: | 11.68% |
| Rank in Category (ytd): | 2 |
| % Rank in Category (ytd): | 0.73% |
| Beta (3y): | 1.10 |
| Morningstar Risk Rating: | 5 |
Fund Summary
The investment seeks long-term growth of capital and current income.
The fund invests at least 80% of its net 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. These include securities issued by real estate investment trusts ("REITs") and real estate operating companies. It does not invest in real estate directly. The fund is non-diversified.
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