Advertisement
Skip to Content
Morningstar

Heitman US Real Estate Secs Instl HTMIX

Morningstar Analyst Rating
Quantitative rating as of | See Heitman Investment Hub
  • NAV / 1-Day Return 10.24  /  0.49 %
  • Total Assets 118.5 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 1.88%
  • Turnover 122%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis HTMIX

Will HTMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HTMIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HTMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HTMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Heitman US Real Estate Secs Instl’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor