REMS Real Estate Income 50/50 Platform (RREFX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Reports available for RREFX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.16%|
Performance & Risk
|5y Avg Return:||15.05%|
|Rank in Category (ytd):||94|
|% Rank in Category (ytd):||33.33%|
|Morningstar Risk Rating:||1|
The investment seeks to achieve a primary objective of high current income with a secondary objective of long-term capital growth.
The fund 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 and other real estate related investments. A company principally engaged in the real estate industry is one that derives at least 50% of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or has at least 50% of its assets in such real estate businesses. The fund is non-diversified. View More