HLZZX Mutual Fund

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%

Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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. View all HLZZX holdings, sector breakdown, or dividend history.

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