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LDR Real Estate Value Opportunity Instl HLRRX

Quantitative rating as of | See REMS Investment Hub
  • NAV / 1-Day Return 11.21  /  2.00 %
  • Total Assets 30.8 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Small Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 2.58%
  • Turnover 55%

Morningstar’s Analysis HLRRX

Will HLRRX outperform in future?

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

Summary

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LDR Real Estate Value Opportunity Instl's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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