JAREX Mutual Fund

JAREX Mutual Fund (Easterly Global Real Estate Fund Class A) is managed by Easterly Funds with $30.3M in net assets. JAREX expense ratio is 1.50%, holding 41 positions across sectors including Real Estate, Information Technology, Industrials. Inception date: 2009-10-26.

JAREX performance shows a YTD return of 4.52%. The 1-year return is 5.50% and the 5-year return is -1.91%. JAREX dividend yield stands at 2.10%, paid quarterly.

JAREX top holdings include Welltower Inc. (6.5%), Equinix, Inc. (6.1%), Prologis Inc (6.0%), American Healthcare REIT Inc (4.6%), Goodman Group (3.5%). Go to all JAREX holdings, JAREX sectors, or JAREX dividends.

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