LDR Real Estate Value Opportunity Fund (HLRRX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HLRRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HLRRX
HLRRX charges 1.14% annually. There are 77 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | HLRRX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | HLRRX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | HLRRX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | HLRRX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | HLRRX vs VGRNX |
Best Risk-Adjusted Alternatives to HLRRX
HLRRX has a PortfoliosLab risk / return rank of 13. There are 28 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | HLRRX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | HLRRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | HLRRX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | HLRRX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | HLRRX vs FRIRX |
Top Performing HLRRX Alternatives (YTD)
HLRRX is at 12.76% YTD. There is 1 mutual fund in the REIT category with a higher YTD return, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | HLRRX vs PJEZX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | HLRRX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | HLRRX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | HLRRX vs PRRSX | |
| VY CBRE Real Estate Portfolio | 12.25% | — | Jan 1989 | HLRRX vs IVRSX |
Lowest Volatility Alternatives to HLRRX
HLRRX has 12.32% 1-year volatility. There are 47 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | HLRRX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | HLRRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | HLRRX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | HLRRX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | HLRRX vs FRINX |
Lowest Drawdown Alternatives to HLRRX
HLRRX has a 1-year max drawdown of -6.72%. There are 10 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | HLRRX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | HLRRX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | HLRRX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | HLRRX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | HLRRX vs FRIFX |
Often Compared With HLRRX
Investors most often compare HLRRX with JERIX, CSZIX, FIKLX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare HLRRX with Any Fund or Stock
Compare HLRRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HLRRX with funds that move differently
LDR Real Estate Value Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HLRRX.
Explore HLRRX Diversifiers