JDSEX Mutual Fund

JDSEX Mutual Fund (Easterly Hedged Equity Fund Class S) is managed by Easterly Funds with $492,853.6 in net assets. JDSEX expense ratio is 1.14%, holding 14 positions across sectors including Financials. Inception date: 2017-08-17.

JDSEX performance shows a YTD return of 8.75%. The 1-year return is 13.11% and the 5-year return is 10.62%.

JDSEX 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 JDSEX holdings, JDSEX sectors, or JDSEX dividends.

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