JDSEX Mutual Fund

JDSEX Mutual Fund (Easterly Hedged Equity Fund Class S) is managed by Easterly Funds with $499,684.15 in net assets. JDSEX expense ratio is 1.14%, holding 21 positions across sectors including Financials. Inception date: 2017-08-17.

JDSEX performance shows a YTD return of 7.33%. The 1-year return is 13.15% and the 5-year return is 11.10%.

JDSEX top holdings include Spdr S&p 500 ETF Trust (89.1%), Bbh Sweep Vehicle (3.7%), Molina Healthcare, Inc. 4.38% 6/15/2028 (1.5%), Spxw Us 03/20/26 P6800 (0.7%), Ing Groep Nv Regs 4.13% May 20, 2036 (0.6%). 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.