JDSEX Mutual Fund
JDSEX Mutual Fund
JDSEX Mutual Fund
Easterly Hedged Equity Fund Class S
JDSEX Mutual Fund Overview
JDSEX Mutual Fund (Easterly Hedged Equity Fund Class S) is managed by Easterly Funds with $734,257.26 in net assets. JDSEX expense ratio is 1.14%, holding 19 positions across sectors including Financials. Inception date: 2017-08-17.
JDSEX performance shows a YTD return of 7.65%. The 1-year return is 7.79% and the 5-year return is 10.16%.
JDSEX top holdings include Spdr S&p 500 ETF Trust (67.8%), Spy Bullet Swap J 4.4 03/05/2027 (8.8%), Recv Spy Bullet Swap N 4.1 09/09/2026 (6.9%), Recv Spy Bullet Swap O 4.55 12/08/2026 (3.3%), US Dollar Collateral (3.0%). 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.