GHTAX : Leland Real Asset Opportunities Fund Class A

GHTAX is a Allocation Market All-In-One with HIGH fees.

GHTAX

Leland Real Asset Opportunities Fund Class A

FI Score

12 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

12% FI Score
  • ghtax
  • Mutual Fund
  • Allocation
  • All-In-One

Leland Real Asset Opportunities Fund Class A

Expenses: 1.55% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks total return from capital appreciation with an emphasis on income. The fund seeks to achieve its objective by tactically allocating the portfolio during favorable periods to equity investments whose revenues and earnings are derived from tangible assets, often referred to as "real assets", such as real estate, infrastructure and basic materials that provide a steady dividend payout. It will invest at least 80% of the fund's net assets (plus any borrowings for investment purposes) in these real asset investments. The fund is non-diversified.

Largest Holdings

Amount Holding
10.56% Golar LNG Partners LP 8.75% PRF PERPETUAL USD 25 - Ser A
8.07% New Residential Investment Corp
6.79% Teekay Corp
5.83% Starwood Property Trust Inc
5.71% Granite Point Mortgage Trust Inc
5.69% Healthcare Trust of America Inc
5.54% W.P. Carey Inc
5.44% Enbridge Inc
4.96% Suncor Energy Inc
4.45% Crescent Point Energy Corp
3.75% Kimco Realty Corp
3.57% Golar LNG Ltd

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