HLPPX Mutual Fund (LDR High Income Realty Fund Platform Share) is managed by REMSGroup with $7.6M in net assets. HLPPX expense ratio is 1.80%, holding 28 positions across sectors including Real Estate, Financials, Unknown. Inception date: 2009-12-22.

HLPPX performance shows a YTD return of 10.41%. The 1-year return is 11.18% and the 5-year return is 6.59%. HLPPX dividend yield stands at 9.41%, paid quarterly.

HLPPX top holdings include Default Money Market Fiduciary (9.2%), Prologis Inc (8.2%), American Tower Corporation (5.9%), Simon Property Group Inc (5.5%), Equinix Inc. Real Estate Investment Trust (5.3%). View all HLPPX holdings, sector breakdown, or dividend history.

HLPPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HLPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.