JAREX Mutual Fund
JAREX Mutual Fund
Easterly Global Real Estate Fund Class A
JAREX Mutual Fund Overview
JAREX Mutual Fund (Easterly Global Real Estate Fund Class A) is managed by Easterly Funds with $34.2M in net assets. JAREX expense ratio is 1.50%, holding 40 positions across sectors including Real Estate, Unknown, Information Technology. Inception date: 2009-10-26.
JAREX performance shows a YTD return of 10.80%. The 1-year return is 5.11% and the 5-year return is -0.57%. JAREX dividend yield stands at 2.90%, paid quarterly.
JAREX top holdings include Equinix, Inc. (4.9%), Welltower Inc Health Care (4.8%), American Healthcare REIT Inc (4.4%), Prologis Inc (4.2%), Valeo Sa, Non-registered Shares (4.0%). View all JAREX holdings, sector breakdown, or dividend history.
JAREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAREX alternatives are available via the screener, along with tax-loss harvesting opportunities.