Mutual Fund Insights: REMS Real Estate Value Opportunity Fund (HLRRX)

In-depth Analysis of REMS Real Estate Value Opportunity Fund (HLRRX)

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See REMS Real Estate Value Opportunity Fund (HLRRX) performance details as of January 31, 2010

  

Last Trade: $10.28 on 3/19/2010, Change: -0.05 (-0.48%)

  

Fund Manager - Edward W. Turville

Fund Manager Tenure: 7.3 years
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

Turville is an Industry Consultant to DGHM and has been associated with the firm since 1990. His background includes 19 years experience in investment research with securities firms in Dallas, New York, and Atlanta. From 1984 to 1989, he was senior vice president of research at Johnson, Lane, Space, Smith & Co. Prior to that he was vice president of research at the Robinson Humphrey Company.  Get more insights on Edward W. Turville

  

 What we like about REMS Real Estate Value Opportunity Fund (HLRRX)

Data for REMS Real Estate Value Opportunity Fund (HLRRX) as of January 31, 2010

• REMS Real Estate Value Opportunity Fund (HLRRX) management has been with REMS Real Estate Value Opportunity Fund for 7.3 years
• REMS Real Estate Value Opportunity Fund (HLRRX) has good short-term performance (1-year return 54.55% vs 47.97% Real Estate category average)
• REMS Real Estate Value Opportunity Fund (HLRRX) has good mid-term performance (3-year return -6.17% vs -17.09% Real Estate category average)
• REMS Real Estate Value Opportunity Fund (HLRRX) has good Long-term performance (5-year return 3.25% vs -0.30% Real Estate category average)
• REMS Real Estate Value Opportunity Fund (HLRRX) has a Morningstar rating of 4 and above
• REMS Real Estate Value Opportunity Fund (HLRRX) is less volatile than its peers as it has a 3-year Standard Deviation of 36.46, lower than category average of 38.72
• REMS Real Estate Value Opportunity Fund (HLRRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about REMS Real Estate Value Opportunity Fund (HLRRX)

Data for REMS Real Estate Value Opportunity Fund (HLRRX) as of January 31, 2010

• REMS Real Estate Value Opportunity Fund is a focused fund with 36.00% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• REMS Real Estate Value Opportunity Fund (HLRRX) ratio of up-years vs down years can be improved
• REMS Real Estate Value Opportunity Fund (HLRRX) has an annual stock turnover rate of 145.98% that is higher than the Real Estate average of 119.83%. This could mean REMS Real Estate Value Opportunity is more nimble, but also signal potential high tax impact and high trading fees
• REMS Real Estate Value Opportunity Fund (HLRRX) has a higher management fee of 1.50% than its Real Estate average of 1.47%

See REMS Real Estate Value Opportunity Fund (HLRRX) performance details as of January 31, 2010

  

  

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REMS Real Estate Value Opportunity Fund (HLRRX) Net Asset

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

Date	Net Asset
01/2010	$44.57M
11/2009	$42.13M
10/2009	$40.30M

More historic net asset information on REMS Real Estate Value Opportunity Fund (HLRRX)

  

REMS Real Estate Value Opportunity Fund (HLRRX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	0.02%	87.17%	0%	12.82%
06/2009	0.01%	83.96%	0%	16.03%
03/2009	0.83%	75.94%	0%	23.23%

Click here to see more historic asset allocation information on REMS Real Estate Value Opportunity Fund (HLRRX)

  

Most Recent Top 10 Holdings in REMS Real Estate Value Opportunity Fund (HLRRX)

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

30-Sep-09 iShares Dow Jones US Real Estate [9.59%] KITE REALTY GROUP TR [4.49%] HIGHWOODS PRPTY INC [3.93%] MI DEV INC CL A [3.87%] LIBERTY PROPERTIES [3.85%] COLONIAL PROPERTY TR [3.84%] POST PROPERTIES [3.75%] BIOMED REALTY TRUST [3.74%] MACK-CALI REALTY CP [3.68%] RAMCO GERS PROP [3.54%]

30-Jun-09 iShares Dow Jones US Real Estate [12.35%] MACK-CALI REALTY CP [4.35%] LIBERTY PROPERTIES [4.35%] VORNADO REALTY TRUST [4.34%] BIOMED REALTY TRUST [4.21%] WEINGARTEN RLTY SBI [4.15%] HEALTHCARE RLTY TR [3.76%] COLONIAL PROPERTY TR [3.67%] PS BUSINESS PARKS [3.52%] Mission West Properties, Inc. [3.49%]

31-Mar-09 iShares Dow Jones US Real Estate [9.71%] MACK-CALI REALTY CP [5.54%] PS BUSINESS PARKS [4.89%] LIBERTY PROPERTIES [4.47%] VORNADO REALTY TRUST [4.26%] Mission West Properties, Inc. [4.05%] WEINGARTEN RLTY SBI [3.91%] HEALTHCARE RLTY TR [3.56%] BIOMED REALTY TRUST [3.51%] B R E PROP INC [3.45%]

Click here for Stock Holding Change Map in REMS Real Estate Value Opportunity Fund (HLRRX)

  

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Latest News on REMS Real Estate Value Opportunity (HLRRX)

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See more information on REMS Real Estate Value Opportunity Fund (HLRRX)

• REMS Real Estate Value Opportunity Fund Insights
• REMS Real Estate Value Opportunity Fund Performance Data
• REMS Real Estate Value Opportunity Fund News
• REMS Real Estate Value Opportunity Fund Score Explaination
• REMS Real Estate Value Opportunity Fund Manager Information
• Historic REMS Real Estate Value Opportunity Fund Asset Allocation Report
• Historic REMS Real Estate Value Opportunity Fund Top 10 Holding Tracking
• Historic REMS Real Estate Value Opportunity Fund Asset Under Management Tracking