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.
- NAV / 1-Day Return 10.24 / 0.49 %
- Total Assets 118.5 Mil
Adj. Expense Ratio
- 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?
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