JARIX Mutual Fund

JARIX Mutual Fund (Easterly Global Real Estate Fund Class I) is managed by Easterly Funds with $136.4M in net assets. JARIX expense ratio is 1.05%, holding 43 positions across sectors including Real Estate, Information Technology, Industrials. Inception date: 2011-08-01.

JARIX performance shows a YTD return of 14.29%. The 1-year return is 12.85% and the 5-year return is 0.53%. JARIX dividend yield stands at 2.82%, paid quarterly.

JARIX 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 JARIX holdings, JARIX sectors, or JARIX dividends.

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