HLPPX Mutual Fund

HLPPX Mutual Fund (LDR High Income Realty Fund Platform Share) is managed by REMSGroup with $7.6M in net assets. HLPPX expense ratio is 1.80%, holding 52 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2009-12-22.

HLPPX performance shows a YTD return of 7.30%. The 1-year return is 5.12% and the 5-year return is 0.67%. HLPPX dividend yield stands at 5.07%, paid quarterly.

HLPPX top holdings include Prologis Inc (8.1%), Equinix Inc. Real Estate Investment Trust (6.4%), Welltower, Inc. (6.3%), Simon Property Group Inc (5.6%), Public Storage (5.3%). Go to all HLPPX holdings, HLPPX sectors, or HLPPX dividends.

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