Old Mutual Heitman REIT C
4643 South Ulster Street Suite 600 Denver CO 80237
Map
Phone: 888-772-2888
| Category: | Specialty-Real Estate | | Fund Family: | Old Mutual Advisor | | Net Assets: | 690.00K | | Year-to-Date Return: | 1.26% | | Yield: | 0.80% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-03 |
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Timothy J. Pire
Lead Manager since
01-Jun-95 | | | Pire is managing director of Heitman with responsibility for fund management, research and analysis of the publicly traded real estate securities and implementation of the investment strategy through fund management. Previously he served as vice president and research analyst with PRA Securities Advisors, LP. Pire holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks a high total return consistent with reasonable risk. The fund normally invests at least 80% of net assets in equity securities of companies principally engaged in the real estate industry, including real estate investment trusts (REITs). It may invest in common and preferred stocks. |
| Last Dividend
(18-Sep-08):
| 0.04 | | Last Cap Gain
(12-Dec-07):
| 2.71 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 108.14% |
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| Expense | OCRTX | Category
Avg | | Total Expense Ratio: | 2.25%
| 1.44% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.33% | | Max Deferred Sales Load: | 1.00%
| 2.67% | | 3 Yr Expense Projection*: |
$1,009 | $616 | | 5 Yr Expense Projection*: |
$1,808 | $950 | | 10 Yr Expense Projection*: |
$3,897 | $1,878 |
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11.08% Nasdaq 0.00%
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