JACRX Mutual Fund

JACRX Mutual Fund (Easterly Global Real Estate Fund Class C) is managed by Easterly Funds with $10.2M in net assets. JACRX expense ratio is 2.25%, holding 43 positions across sectors including Real Estate, Information Technology, Industrials. Inception date: 2012-01-05.

JACRX performance shows a YTD return of 13.45%. The 1-year return is 11.47% and the 5-year return is -0.78%. JACRX dividend yield stands at 2.17%, paid quarterly.

JACRX top holdings include Prologis Inc (6.7%), Welltower, Inc. (5.2%), Equinix Inc. Real Estate Investment Trust (4.9%), American Healthcare REIT Inc (4.8%), Goodman Group (3.6%). Go to all JACRX holdings, JACRX sectors, or JACRX dividends.

JACRX can be compared against other funds. Use JACRX overlap to find shared positions, or JACRX vs another fund for a side-by-side view. JACRX alternatives are available via the screener, along with tax-loss harvesting opportunities.