NasdaqGM - Delayed Quote • USD
Heitman US Real Estate Securiti (0P0001BSW7)
At close: April 5 at 4:00 PM EDT
Investment Information
- Min Initial Investment
- 25,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by real estate companies operating in the United States, including real estate investment trusts ("REITs"). Its investments in equity securities may include common stocks, preferred stocks and securities offered in initial public offerings ("IPOs"). The fund may invest in these equity securities directly or indirectly through investments in other investment companies, including exchange-traded funds ("ETFs"). It is non-diversified.
Fund Overview
| Category | Real Estate |
| Fund Family | Heitman |
| Net Assets | 14.45M |
| YTD Return | -1.06% |
| Yield | 2.82% |
| Morningstar Rating | |
| Inception Date | Dec 29, 2017 |
Performance & Risk
| YTD Return | -4.51% |
| 5y Average Return | 2.81% |
| Rank in Category (ytd) | 48 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
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