HLPPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

LDR Real Estate Value Opportunity P (HLPPX) Ownership - Who owns LDR Real Estate Value Opportunity P?

The investment seeks long-term capital growth and current income... Show more

Category: #Real Estate

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

HLPPX

Net Assets

14M

Fund Existence

over 15 years

Turnover

20.10

Total Expense Ratio

2.57

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Real Estate

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.57

Assets in Top Ten Holdings

13.8M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

5.57M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

25.00

Number of Net Holdings

25.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

52.38%

Gain YTD

-6.863

Annual Yield % from dividends

2.31

Returns for 1 year

5.49

Returns for 3 years

-21.56

Returns for 5 years

45.57

Returns for 10 years

-33.27

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General Information

Category RealEstate

Profile

Fundamentals

Details