REMS Real Estate Value Opportunity P (HLPPX)

Morningstar®
NAV: $0.14
1 Month Total Return: 4.60%
As of 7:05 p.m. EST on 1/17/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $65.06 mil
    • Min. Inv.
      $2,500
    • 1-Month Total Return
      2.73%
    • Expense Ratio
      1.34%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.10%
    • Turnover
      37.85%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.89%1Mth4.20%1Yr23.13%3Yr9.19%5Yr6.26%10Yr11.95%
    % Rank in CatYTD911Mth931Yr313Yr985Yr9610Yr88
    # of Funds in CatYTD2671Mth2671Yr2543Yr2195Yr19510Yr135
  • Fund information

    Name of Issuer

    Fund Inception

    12/22/2009

    Fund Managers

    • Edward Turville
    • John Webster
    • Quentin Velleley

    Primary Perspective Benchmark

    • FTSE NAREIT Equity REITs TR USD
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