HLRRX Mutual Fund (LDR High Income Realty Fund Institutional Class) is managed by REMSGroup with $22.6M in net assets. HLRRX expense ratio is 1.55%, holding 28 positions across sectors including Real Estate, Financials, Unknown. Inception date: 2002-12-16.

HLRRX performance shows a YTD return of 10.54%. The 1-year return is 11.51% and the 5-year return is 6.86%. HLRRX dividend yield stands at 9.50%, paid quarterly.

HLRRX 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 HLRRX holdings, sector breakdown, or dividend history.

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