Heitman Real Estate Fund Quote

HTMIX Fund  USD 10.87  0.01  0.09%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Heitman Real is trading at 10.87 as of the 12th of November 2024; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 10.86. Heitman Real has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Heitman Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of August 2024 and ending today, the 12th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities issued by real estate companies operating in the United States, including real estate investment trusts . Its investments in equity securities may include common stocks, preferred stocks and securities offered in initial public offerings . More on Heitman Real Estate

Moving together with Heitman Mutual Fund

  0.84DX Dynex CapitalPairCorr
  0.74KW Kennedy Wilson Holdings Downward RallyPairCorr
  0.82OZ Belpointe PREP LLCPairCorr

Moving against Heitman Mutual Fund

  0.73PW Power REITPairCorr
  0.64RC Ready Capital CorpPairCorr
  0.53UK Ucommune InternationalPairCorr

Heitman Mutual Fund Highlights

Thematic IdeaRealty Funds (View all Themes)
Fund ConcentrationHeitman Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Heitman, Large, Real Estate (View all Sectors)
Update Date30th of September 2024
Heitman Real Estate [HTMIX] is traded in USA and was established 12th of November 2024. Heitman Real is listed under Heitman category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Heitman family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 34.34 M in assets under management (AUM) with minimum initial investment of 25 K. Heitman Real Estate is currently producing year-to-date (YTD) return of 13.62% with the current yeild of 0.03%, while the total return for the last 3 years was -0.12%.
Check Heitman Real Probability Of Bankruptcy

Instrument Allocation

Top Heitman Real Estate Mutual Fund Constituents

AIVApartment Investment andStockReal Estate
HCPHashicorpStockInformation Technology
INVHInvitation HomesStockReal Estate
WELLWelltowerStockReal Estate
VICIVICI PropertiesStockReal Estate
UDRUDR IncStockReal Estate
SUISun CommunitiesStockReal Estate
SPGSimon Property GroupStockReal Estate
More Details

Heitman Real Estate Risk Profiles

Heitman Real Against Markets

Other Information on Investing in Heitman Mutual Fund

Heitman Real financial ratios help investors to determine whether Heitman Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Heitman with respect to the benefits of owning Heitman Real security.
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