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.
- NAV / 1-Day Return 11.21 / 2.00 %
- Total Assets 30.8 Mil
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Adj. Expense Ratio
- 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.