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REMS Real Estate Value Opportunity P (HLPPX) Fund Ranking and Research

Ranking, Research and Recommendation of REMS Real Estate Value Opportunity P (HLPPX) Fund

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Graph of REMS Real Estate Value Opportunity P Fund (HLPPX) ManagerFund Manager - Edward W. Turville

Fund Manager Information

Fund Manager Tenure: 17.2 years
Fund Family: REMSGroup
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of REMS Real Estate Value Opportunity P Fund (HLPPX) ProfileREMS Real Estate Value Opportunity P Fund (HLPPX) Profile

Fund Profile and Description

REMS Real Estate Value Opportunity P Fund seeks long-term growth of capital and current income. REMS Real Estate Value Opportunity P Fund normally invests at least 80% of net assets in equity securities of companies principally engaged in the real estate industry and other real estate related investments. It may hold as few as twenty long positions and the advisor may take short positions in real estate operating companies. REMS Real Estate Value Opportunity P Fund is non-diversified.

 

REMS Real Estate Value Opportunity P (HLPPX) Fund Strength What we like about REMS Real Estate Value Opportunity P (HLPPX) Fund

Data for REMS Real Estate Value Opportunity P Fund (HLPPX) as of May 30, 2016

  • REMS Real Estate Value Opportunity P Fund (HLPPX) management has been with REMS Real Estate Value Opportunity P Fund for 17.2 years
  • REMS Real Estate Value Opportunity P Fund (HLPPX) has good Long-term performance (5-year return 9.79% vs 9.40% Real Estate category median performance)
  • REMS Real Estate Value Opportunity P Fund (HLPPX) ratio of up-years vs down years is greater than 2
  • REMS Real Estate Value Opportunity P Fund (HLPPX) has an annual stock turnover rate of 50.77% vs Real Estate average of 61.66%. It is good that REMS Real Estate Value Opportunity P management does not trade extensively for its return.
  • REMS Real Estate Value Opportunity P Fund (HLPPX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.65, lower than category average of 14.6

REMS Real Estate Value Opportunity P Fund (HLPPX) Weakness What we are cautious about REMS Real Estate Value Opportunity P (HLPPX) Fund

Data for REMS Real Estate Value Opportunity P Fund (HLPPX) as of May 30, 2016

  • REMS Real Estate Value Opportunity P Fund (HLPPX) has a less-than-ideal short-term performance (1-year return 3.95% vs 9.01% Real Estate category median performance)
  • REMS Real Estate Value Opportunity P Fund (HLPPX) has a less-than-ideal mid-term performance (3-year return 7.14% vs 9.69% Real Estate category median performance)
  • REMS Real Estate Value Opportunity P Fund (HLPPX) has a Morningstar rating of 3 and below
  • REMS Real Estate Value Opportunity P Fund (HLPPX) is less safe compared to its Real Estate peers
  • REMS Real Estate Value Opportunity P Fund (HLPPX) has a higher expense ratio of 1.66% than its Real Estate average of 1.28%
  • Even though REMS Real Estate Value Opportunity P Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • As a Real Estate focused fund, REMS Real Estate Value Opportunity P Fund (HLPPX) is less diversified and has inherited sector risks associated with the fund
See REMS Real Estate Value Opportunity P Fund (HLPPX) performance details as of May 30, 2016

 

What do you think?

 

Compare REMS Real Estate Value Opportunity P Fund (HLPPX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
REMS Real Estate Value Opportunity P4.233.957.149.79
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare REMS Real Estate Value Opportunity P Fund (HLPPX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of REMS Real Estate Value Opportunity P Fund (HLPPX) Net Asset TrackingREMS Real Estate Value Opportunity P (HLPPX) Fund Net Asset

Track net asset change of REMS Real Estate Value Opportunity P fund (HLPPX)

DateNet Asset
05/2016$381.92M
03/2016$395.04M
02/2016$370.11M
More historic net asset information on REMS Real Estate Value Opportunity P Fund (HLPPX)

  

Graph of REMS Real Estate Value Opportunity P Fund (HLPPX) Portfolio TrackingREMS Real Estate Value Opportunity P (HLPPX) Fund Portfolio Allocation

Track portfolio allocation change of REMS Real Estate Value Opportunity P fund (HLPPX)

DateCashStockBondOther
03/20160%77.1%0%1.87%
12/20150%83.42%0%0.13%
09/20150.05%82.18%0%4.42%
Click here to see more historic asset allocation information on REMS Real Estate Value Opportunity P Fund (HLPPX)

 

graph of REMS Real Estate Value Opportunity P Fund (HLPPX) Top 10 Position TrackingTop 10 Holdings in REMS Real Estate Value Opportunity P (HLPPX) Fund

Discover what REMS Real Estate Value Opportunity P Fund (HLPPX) manager is buying

Mar 30, 2016
Brandywine Realty Trust Common [5.27%]
Liberty Property Tru [5.11%]
Felcor Lodging Pfd C [5.09%]
DDR Corp. Common Stock [4.88%]
Mck-Cali Realty Corp [4.85%]
Colony Capital, Inc. Class A Co [4.84%]
Alexandria Real Estate Equities [4.56%]
Apartment Investment and Manage [4.52%]
Kennedy-Wilson Holdings Inc. Co [4.45%]
Empire State Realty Tr [4.35%]

Dec 30, 2015
Brandywine Realty Trust Common [4.45%]
iShares US Real Estate [4.4%]
Mck-Cali Realty Corp [4.19%]
Apartment Investment and Manage [4.08%]
Liberty Property Tru [4.08%]
DDR Corp. Common Stock [4.01%]
Kimco Realty Corporation Common [3.98%]
Colony Capital, Inc. Class A Co [3.95%]
Vornado Realty Trust Common Sto [3.82%]
WCI Communities, Inc. Common St [3.65%]

Sep 29, 2015
iShares US Real Estate [4.14%]
Liberty Property Tru [4.08%]
Brandywine Realty Trust Common [4%]
Mid-America Apartment Communiti [3.69%]
iStar Inc. Common Stock [3.68%]
Kimco Realty Corporation Common [3.67%]
DDR Corp. Common Stock [3.65%]
Plum Creek Timber Company, Inc. [3.46%]
Vornado Realty Trust Common Sto [3.44%]
Rexford Industrial Realty, Inc. [3.41%]
Click here for Stock Holding Change Map in REMS Real Estate Value Opportunity P Fund (HLPPX)

  

Latest News on REMS Real Estate Value Opportunity P (HLPPX) Fund

See what is happening with REMS Real Estate Value Opportunity P Fund (HLPPX)

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REMS Real Estate Value Opportunity P Fund (HLPPX) Related ResourcesSee more information on REMS Real Estate Value Opportunity P (HLPPX) Fund

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