LDR Real Estate Value Opportunity Fund
Shareclass
LDR Real Estate Value Opportunity P (HLPPX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 731 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
LDR Real Estate Value Opportunity Fund HLPPX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. American Tower Corp6.43% of assets$883,456 invested
- 2. Equinix Inc5.18% of assets$712,616 invested
- 3. Healthpeak Properties Inc5.53% of assets$760,858 invested
- 4. Howard Hughes Holdings Inc5.2% of assets$714,946 invested
- 5. Alexandria Real Estate Equities Inc5.03% of assets$692,160 invested
- 6. Brixmor Property Group Inc5.33% of assets$733,391 invested
- 7. Annaly Capital Management Inc Pfd2.31% of assets$317,797 invested
- 8. AGNC Investment Corp FXDFR PRF PERPETUAL USD 25 Ser E 1/10002.35% of assets$323,586 invested
- 9. Kite Realty Group Trust5.07% of assets$697,318 invested
- 10. Kennedy-Wilson Holdings Inc4.07% of assets$559,140 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Rithm Capital Corp FXDFR PRF PERPETUAL USD 25 - Ser C1.82% of assets$250,798 invested
- 2. Vertiv Holdings Co Class A4% of assets$549,731 invested
- 3. Starwood Property Trust Inc5.5% of assets$756,815 invested
- 4. Digital Realty Trust Inc4.56% of assets$627,324 invested
- 5. Kite Realty Group Trust5.07% of assets$697,318 invested
- 6. Kennedy-Wilson Holdings Inc4.07% of assets$559,140 invested
- 7. AGNC Investment Corp FXDFR PRF PERPETUAL USD 25 Ser E 1/10002.35% of assets$323,586 invested
- 8. Annaly Capital Management Inc Pfd2.31% of assets$317,797 invested
- 9. Brixmor Property Group Inc5.33% of assets$733,391 invested
- 10. Alexandria Real Estate Equities Inc5.03% of assets$692,160 invested
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Financial performance
Performance data provided by
Find more financial data on HLPPX at Morningstar.com
Find more financial data on HLPPX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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