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Heitman US Real Estate Secs Instl HTMIX

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%

Morningstar’s Analysis HTMIX

Will HTMIX outperform in future?

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

Summary

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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.

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