REMS Real Estate Value Opportunity P (HLPPX)

Morningstar®
NAV: $ -0.02
1 Month Total Return: -13.35%
As of 7:05 p.m. EDT on 7/9/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $40.21 mil
    • Min. Inv.
      $2,500
    • 1-Month Total Return
      -12.08%
    • Expense Ratio
      1.26%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      2.37%
    • Turnover
      37.85%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-16.49%1Mth-9.44%1Yr-12.39%3Yr0.88%5Yr3.26%10Yr8.63%
    % Rank in CatYTD901Mth911Yr813Yr935Yr9210Yr85
    # of Funds in CatYTD2571Mth2601Yr2573Yr2255Yr19810Yr140
  • Fund information

    Name of Issuer

    REMSGroup
    www.theworldfundstrust.com

    Fund Inception

    12/22/2009

    Fund Managers

    • Edward Turville
    • John Webster
    • Quentin Velleley

    Primary Perspective Benchmark

    • MSCI US REIT NR USD
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