HLPPX : REMS Real Estate Value-Opportunity Fund, P Class

HLPPX is a Alternatives Market Real Estate with HIGH fees.

HLPPX

REMS Real Estate Value-Opportunity Fund, P Class

FI Score

13 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

13% FI Score
  • hlppx
  • Mutual Fund
  • Alternatives
  • Real Estate

REMS Real Estate Value-Opportunity Fund, P Class

Expenses: 1.67% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why »

Fund Summary

The investment seeks long-term capital growth and current income. The fund normally invests at least 80% of its net 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. The advisor considers a company to be principally engaged in the real estate industry if it either (i) derives at least 50% of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or (ii) has at least 50% of its assets in real estate or such real estate businesses.

Largest Holdings

Amount Holding
5.70% Cousins Properties Inc
5.48% Brandywine Realty Trust
5.03% Mack-Cali Realty Corp
4.37% Healthpeak Properties Inc
4.10% Kennedy-Wilson Holdings Inc
3.91% Century Communities Inc
3.89% Real Estate Select Sector SPDR®
3.76% Stag Industrial Inc
3.71% iStar Inc
3.64% Brixmor Property Group Inc
3.47% Spirit Realty Capital Inc
3.46% WPT Industrial Real Estate Investment Trust
3.46% CatchMark Timber Trust Inc Class A
3.44% VEREIT Inc Class A
3.29% American Homes 4 Rent Class A
3.03% Weingarten Realty Investors
2.95% Vanguard Real Estate ETF
2.87% MGM Resorts International
2.79% The Howard Hughes Corp
2.54% Equinix Inc
2.48% Forestar Group Inc
1.73% Istar
1.50% Colony Capital Inc 7.125 % Cum Red Perp Registered Pfd Shs Series -H-
1.41% Seritage Growth Properties Class A
1.21% Hersha Hospitality Trust

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