HLPPX Mutual Fund (LDR High Income Realty Fund Platform Share) is managed by REMSGroup with $7.7M in net assets. HLPPX expense ratio is 1.80%, holding 52 positions across sectors including Real Estate, Industrials, Unknown. Inception date: 2009-12-22.

HLPPX performance shows a YTD return of 13.84%. The 1-year return is 11.18% and the 5-year return is 6.59%. HLPPX dividend yield stands at 9.41%, paid quarterly.

HLPPX top holdings include Prologis Inc (8.7%), Equinix, Inc. (7.0%), Welltower Inc Health Care (6.6%), American Tower Corp (6.0%), SIMON PROPERTY GROUP REIT INC (5.7%). View all HLPPX holdings, sector breakdown, or dividend history.

HLPPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HLPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.