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Rems Real Estate Value Opportunity Fund Platform Shares: (MF: HLPPX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:42 PM ET

$10.09 USD

+0.14 (1.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 12.41 31
3 months 8.66 40
6 months 9.97 78
1 Year 11.76 80
3 Year 6.96 83
5 Year 1.58 78
10 Year 4.40 71

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 0.21
5 Year 2.04
10 Year 3.76
Since Inception 6.93

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 5.45 NA NA NA
2025 -4.61 -2.15 -0.31 -2.56
2024 -4.59 3.07 15.49 -3.99
2023 -1.07 3.14 -3.63 11.24
2022 -4.15 -15.50 -9.48 7.18
2021 13.44 9.75 2.37 9.90

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.41-9.359.049.38-21.4240.09-4.4331.52-13.90-1.559.70
% Total Return Rel to Index 9.79-27.57-15.98-16.86-3.2211.41-22.840.03-9.51-23.34-2.23
% Total Return Rel to Peer 3.39-14.415.40-1.800.698.73-0.486.06-7.45-10.315.21
% Perf Quintile vs Peer* 1.005.001.004.001.002.003.001.005.005.001.00
% Dividends 0.230.120.210.230.230.170.190.280.250.290.29
% Yield 0.081.211.811.042.051.011.422.002.251.911.67
Capital Gains ($) 0.000.700.270.231.082.220.830.000.001.922.08
Expense Ratio 0.001.803.051.281.491.391.311.341.671.621.64

* 1 = Top 20%, 5 = Bottom 20%