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Heitman US Real Estate Secs Instl HTMIX

Quantitative rating as of
NAV / 1-Day Return
9.74  /  0.41 %
Total Assets
109.0 Mil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
25,000
Status
Open
TTM Yield
1.92%
Turnover
122%

Morningstar’s Analysis HTMIX

Will HTMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Heitman US Real Estate Secs Instl’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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