Industry description
The investment seeks long-term capital growth and current income.
The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry and other real estate related investments. The advisor considers a company to be principally engaged in the real estate industry if it either (i) derives at least 50% of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or (ii) has at least 50% of its assets in real estate or such real estate businesses.
Market Cap
The average market capitalization across the LDR Real Estate Value Opportunity Instl MF is 3.3B. The market cap for tickers in the group ranges from 1.13B to 9.36B. PEAK holds the highest valuation in this group at 9.36B. The lowest valued company is UMH at 1.13B.
Volume
The average weekly volume growth across all stocks in the LDR Real Estate Value Opportunity Instl MF was 8%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -5%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 58
Price Growth Rating: 45
SMR Rating: 79
Profit Risk Rating: 69
Seasonality Score: 57 (-100 ... +100)