HLRRX Mutual Fund
HLRRX Mutual Fund
LDR High Income Realty Fund Institutional Class
HLRRX Mutual Fund Overview
HLRRX Mutual Fund (LDR High Income Realty Fund Institutional Class) is managed by REMSGroup with $22.6M in net assets. HLRRX expense ratio is 1.55%, holding 52 positions across sectors including Real Estate, Industrials, Unknown. Inception date: 2002-12-16.
HLRRX performance shows a YTD return of 14.04%. The 1-year return is 11.51% and the 5-year return is 6.86%. HLRRX dividend yield stands at 9.50%, paid quarterly.
HLRRX 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 HLRRX holdings, sector breakdown, or dividend history.
HLRRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HLRRX alternatives are available via the screener, along with tax-loss harvesting opportunities.