HLRRX Mutual Fund

HLRRX Mutual Fund (LDR High Income Realty Fund Institutional Class) is managed by REMSGroup with $22.0M in net assets. HLRRX expense ratio is 1.55%, holding 52 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2002-12-16.

HLRRX performance shows a YTD return of 7.59%. The 1-year return is 5.32% and the 5-year return is 0.96%. HLRRX dividend yield stands at 5.14%, paid quarterly.

HLRRX 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 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.