- What does HLPPX invest in?
- 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.
- What is the expense ratio of HLPPX?
- LDR High Income Realty Fund, Platform Class (HLPPX) charges an expense ratio of 1.80%. This is the annual fee deducted from fund assets to cover management and operations.
- What is HLPPX's dividend yield?
- HLPPX's trailing-twelve-month yield is 12.17%, calculated from the sum of dividends over the past year divided by the current price.
- How big is HLPPX?
- LDR High Income Realty Fund, Platform Class (HLPPX) manages $11.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is HLPPX actively managed or an index fund?
- HLPPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was HLPPX launched?
- LDR High Income Realty Fund, Platform Class (HLPPX) launched in December 2009 and is managed by the fund issuer.
