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Morningstar

LDR Real Estate Value Opportunity Instl HLRRX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis HLRRX

Will HLRRX 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 HLRRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HLRRX 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 HLRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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