JDAEX Mutual Fund

JDAEX Mutual Fund (Easterly Hedged Equity Fund Class A) is managed by Easterly Funds with $12.0M in net assets. JDAEX expense ratio is 1.65%, holding 14 positions across sectors including Financials. Inception date: 2015-07-31.

JDAEX performance shows a YTD return of 7.02%. The 1-year return is 12.62% and the 5-year return is 10.02%.

JDAEX top holdings include Spdr S&p 500 ETF Trust (88.7%), Bbh Sweep Vehicle (4.3%), Spy Bullet Swap J (1.6%), Spxw Us 06/30/26 P7420 (1.5%), Spy Bullet Swap N (1.4%). Go to all JDAEX holdings, JDAEX sectors, or JDAEX dividends.

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