JAREX Mutual Fund

JAREX Mutual Fund (Easterly Global Real Estate Fund Class A) is managed by Easterly Funds with $33.7M in net assets. JAREX expense ratio is 1.50%, holding 43 positions across sectors including Real Estate, Information Technology, Industrials. Inception date: 2009-10-26.

JAREX performance shows a YTD return of 13.93%. The 1-year return is 12.31% and the 5-year return is -0.23%. JAREX dividend yield stands at 2.82%, paid quarterly.

JAREX top holdings include Equinix Inc. Real Estate Investment Trust (4.9%), Welltower, Inc. (4.8%), American Healthcare REIT Inc (4.4%), Prologis Inc (4.2%), First Industrial Realty Trust, Inc (4.0%). 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.