Rems Real Estate Fund Quote

HLPPX Fund  USD 10.75  0.01  0.09%   

Performance

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Odds Of Distress

Less than 22

 
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Rems Real is trading at 10.75 as of the 20th of January 2025; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 10.74. Rems Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 20th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry and other real estate related investments. The advisor considers a company to be principally engaged in the real estate industry if it either derives at least 50 percent of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or has at least 50 percent of its assets in real estate or such real estate businesses.. More on Rems Real Estate

Moving together with Rems Mutual Fund

  0.77FR First Industrial RealtyPairCorr
  0.91HR Healthcare Realty TrustPairCorr
  0.95KW Kennedy Wilson HoldingsPairCorr

Moving against Rems Mutual Fund

  0.45MITT-PC AG Mortgage InvestmentPairCorr

Rems Mutual Fund Highlights

Thematic IdeaRealty Funds (View all Themes)
Fund ConcentrationREMSGroup Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, REMSGroup (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Rems Real Estate [HLPPX] is traded in USA and was established 20th of January 2025. Rems Real is listed under REMSGroup category by Fama And French industry classification. The fund is listed under Real Estate category and is part of REMSGroup family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 23.73 M in assets under management (AUM) with minimum initial investment of 2.5 K. Rems Real Estate is currently producing year-to-date (YTD) return of 8.17% with the current yeild of 0.02%, while the total return for the last 3 years was -1.62%.
Check Rems Real Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rems Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rems Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rems Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Rems Real Estate Mutual Fund Constituents

BRXBrixmor PropertyStockReal Estate
UMHUMH PropertiesStockReal Estate
RLJRLJ Lodging TrustStockReal Estate
KWKennedy Wilson HoldingsStockReal Estate
CUZCousins Properties IncorporatedStockReal Estate
HHCThe Howard HughesStockReal Estate
AVBAvalonBay CommunitiesStockReal Estate
SRCSpirit Realty CapitalStockReal Estate
More Details

Rems Real Estate Risk Profiles

Rems Real Against Markets

Other Information on Investing in Rems Mutual Fund

Rems Real financial ratios help investors to determine whether Rems Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rems with respect to the benefits of owning Rems Real security.
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