LDR Real Estate Value Opportunity Fund (HLRRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HLRRX
HLRRX charges 1.14% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among HLRRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | HLRRX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | HLRRX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | HLRRX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | HLRRX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | HLRRX vs VGRNX |
Best Risk-Adjusted Alternatives to HLRRX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | HLRRX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | HLRRX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | Oct 20, 2011 | HLRRX vs FSREX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Adm... | 50 | Feb 10, 2011 | HLRRX vs VGRLX | |
| Fidelity International Real Estate Fund | 50 | Sep 8, 2004 | HLRRX vs FIREX |
Top Performing HLRRX Alternatives (YTD)
HLRRX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 6.07% | Dec 29, 1998 | HLRRX vs AIGYX | |
| PGIM US Real Estate Fund | 5.84% | Dec 21, 2010 | HLRRX vs PJEZX | |
| VY CBRE Real Estate Portfolio | 4.62% | Jan 24, 1989 | HLRRX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 4.52% | Mar 1, 1995 | HLRRX vs PHRAX | |
| Spirit of America Real Estate Income & Growth Fund | 4.51% | Jan 9, 1998 | HLRRX vs SOAAX |
Lowest Volatility Alternatives to HLRRX
HLRRX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| TIAA Real Estate Account | 0.77% | Oct 2, 1995 | HLRRX vs QREARX | |
| Redwood Real Estate Income Fund | 0.89% | Jun 23, 2023 | HLRRX vs CREMX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | HLRRX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.58% | Jun 30, 2014 | HLRRX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | HLRRX vs FRIRX |
Lowest Drawdown Alternatives to HLRRX
HLRRX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | HLRRX vs QREARX | |
| Redwood Real Estate Income Fund | -0.55% | Jun 23, 2023 | HLRRX vs CREMX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | HLRRX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | HLRRX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | HLRRX vs FRINX |
Often Compared With HLRRX
What investors most often compare with HLRRX, 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.