HLZZX Mutual Fund

HLZZX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.55%
Dividend Yield (Current)
-
Holdings
52
Inception Date
Dec 16, 2002
Fund Family
REMSGroup
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 99.68%
Cash: 0.99%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

HLZZX Mutual Fund Overview

HLZZX Mutual Fund (LDR High Income Realty Fund Class Z) is managed by REMSGroup. HLZZX expense ratio is 1.55%, holding 52 positions across various sectors. Inception date: 2002-12-16.

HLZZX performance shows data across multiple time periods..

HLZZX top holdings include a diversified portfolio. Go to all HLZZX holdings, HLZZX sectors, or HLZZX dividends.

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