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Heitman REIT A (OARTX)

9.79 Down 0.02(0.20%) Apr 15
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Prev Close:9.81
YTD Return*:9.67%
Net Assets*:45.88M
Yield*:1.51%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for OARTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG11.249.21
PSA5.1413.53
EQR4.9213.86
VTR4.538.44
VNO4.4012.82

Fund Basics

Morningstar Overall Rating:
Total Assets:45.88M
Category:Real Estate
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:9.67%
5y Avg Return:26.06%
Rank in Category (ytd):40
% Rank in Category (ytd):14.18%
Beta (3y):0.86
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide investors with a high total return consistent with reasonable risk. The fund predominantly invests in equity securities of companies principally engaged in the real estate industry, including real estate investment trusts ("REITs") or investments with economic characteristics similar to REITs. It has adopted a policy to invest, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in REITs. View More
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