HLRRX Mutual Fund

HLRRX Mutual Fund (LDR High Income Realty Fund Institutional Class) is managed by REMSGroup with $22.3M in net assets. HLRRX expense ratio is 1.55%, holding 52 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2002-12-16.

HLRRX performance shows a YTD return of 14.51%. The 1-year return is 13.43% and the 5-year return is 1.71%. HLRRX dividend yield stands at 12.11%, paid quarterly.

HLRRX top holdings include Prologis Inc (8.7%), Equinix Inc. Real Estate Investment Trust (7.0%), Welltower, Inc. (6.6%), American Tower Corporation (6.0%), Simon Property Group Inc (5.7%). Go to all HLRRX holdings, HLRRX sectors, or HLRRX dividends.

HLRRX can be compared against other funds. Use HLRRX overlap to find shared positions, or HLRRX vs another fund for a side-by-side view. HLRRX alternatives are available via the screener, along with tax-loss harvesting opportunities.