Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Easterly Global Real Estate Fund (JAREX)

13.98
+0.05
+(0.36%)
As of 8:06:15 AM EDT. Market Open.
Loading Chart for JAREX
  • Previous Close 13.93
  • YTD Return 1.92%
  • Expense Ratio 1.46%
  • Category Global Real Estate
  • Last Cap Gain -113.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 255.19M
  • Beta (5Y Monthly) 1.10
  • Yield 2.89%
  • 5y Average Return --
  • Holdings Turnover 141.00%
  • Last Dividend 0.07
  • Inception Date Aug 1, 2011

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in real estate and real estate-related issuers or investments that provide exposure to real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. Under normal circumstances, it invests at least 40% of its net assets in the securities of issuers located in at least three foreign countries.

Easterly Funds

Fund Family

Global Real Estate

Fund Category

255.19M

Net Assets

2011-08-01

Inception Date

Performance Overview: JAREX

View More

Trailing returns as of 4/29/2025. Category is Global Real Estate.

YTD Return

JAREX
1.92%
Category
14.32%
 

1-Year Return

JAREX
5.35%
Category
32.33%
 

3-Year Return

JAREX
5.12%
Category
7.75%
 

5-Year Return

JAREX
6.74%
Category
6.57%
 

People Also Watch

Holdings: JAREX

View More

Sector Weightings

SectorJAREX
Real Estate   94.76%
Technology   4.10%
Healthcare   1.14%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: JAREX

View More

Research Reports: JAREX

View More

Top Mutual Funds