Heitman Real Estate Fund Quote
| HTMNX Fund | USD 9.10 0.05 0.55% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Heitman Real is trading at 9.10 as of the 28th of April 2024; that is -0.55 percent decrease since the beginning of the trading day. The fund's open price was 9.15. Heitman Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over 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 28th of February 2024 and ending today, the 28th of April 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 . Heitman US is traded on NASDAQ Exchange in the United States. More on Heitman Real Estate
Moving together with Heitman Mutual Fund
| 0.99 | VGSIX | Vanguard Reit Index | PairCorr |
| 0.99 | VGSLX | Vanguard Reit Index | PairCorr |
| 0.99 | VGSNX | Vanguard Reit Index | PairCorr |
| 0.99 | DFREX | Dfa Real Estate | PairCorr |
| 0.98 | CSCIX | Cohen Steers Real | PairCorr |
| 0.98 | CSEIX | Cohen Steers Real | PairCorr |
| 0.98 | CSDIX | Cohen Steers Real | PairCorr |
Heitman Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Heitman Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Heitman Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Real Estate Funds, Real Estate, Heitman, Large, Real Estate (View all Sectors) |
| Update Date | 31st of March 2024 |
Heitman Real Estate [HTMNX] is traded in USA and was established 28th of April 2024. The fund is listed under Real Estate category and is part of Heitman family. This fund currently has accumulated 34.34 M in assets under management (AUM) with no minimum investment requirementsHeitman Real Estate is currently producing year-to-date (YTD) return of 10.73% with the current yeild of 0.03%, while the total return for the last 3 years was -2.35%.
Check Heitman Real Probability Of Bankruptcy
Instrument Allocation
Top Heitman Real Estate Mutual Fund Constituents
| INVH | Invitation Homes | Stock | Real Estate |
| WELL | Welltower | Stock | Real Estate |
| VICI | VICI Properties | Stock | Real Estate |
| UDR | UDR Inc | Stock | Real Estate |
| SUI | Sun Communities | Stock | Real Estate |
| SPG | Simon Property Group | Stock | Real Estate |
| PSA | Public Storage | Stock | Real Estate |
Heitman Real Target Price Odds Analysis
Based on a normal probability distribution, the odds of Heitman Real jumping above the current price in 90 days from now is over 95.22%. The Heitman Real Estate probability density function shows the probability of Heitman Real mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Heitman Real has a beta of 0.0689. This usually indicates as returns on the market go up, Heitman Real average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Heitman Real Estate will be expected to be much smaller as well. Additionally, heitman Real Estate has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Heitman Real to move above the current price in 90 days from now is over 95.22 (This Heitman Real Estate probability density function shows the probability of Heitman Mutual Fund to fall within a particular range of prices over 90 days) .
Heitman Real Estate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Heitman Real market risk premium is the additional return an investor will receive from holding Heitman Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Heitman Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Heitman Real's alpha and beta are two of the key measurements used to evaluate Heitman Real's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.838 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.2 | |||
| Risk Adjusted Performance | (0.04) |
Heitman Real Against Markets
Picking the right benchmark for Heitman Real mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Heitman Real mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Heitman Real is critical whether you are bullish or bearish towards Heitman Real Estate at a given time. Please also check how Heitman Real's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Heitman Real without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Aroon OscillatorAnalyze current equity momentum using Aroon Oscillator and other momentum ratios |
| All Next | Launch Module |
How to buy Heitman Mutual Fund?
Before investing in Heitman Real, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Heitman Real. To buy Heitman Real fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Heitman Real. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Heitman Real fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Heitman Real Estate fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Heitman Real Estate fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Heitman Real Estate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Heitman Real Estate?
The danger of trading Heitman Real Estate is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Heitman Real is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Heitman Real. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Heitman Real Estate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Heitman Real Estate. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..