JERCX Mutual Fund

JERCX Mutual Fund (Janus Henderson Global Real Estate Fund Class C) is managed by Janus Henderson Investors with $7.6M in net assets. JERCX expense ratio is 1.78%, holding 60 positions across sectors including Real Estate, Consumer Discretionary, Communication Services. Inception date: 2007-11-28.

JERCX performance shows a YTD return of 4.99%. The 1-year return is 5.90% and the 5-year return is -1.74%. JERCX dividend yield stands at 1.62%, paid quarterly.

JERCX top holdings include Welltower Inc. (7.6%), Prologis Inc (7.2%), Equinix, Inc. (6.3%), Digital Realty Trust Inc. (4.9%), Ventas, Inc. (4.0%). Go to all JERCX holdings, JERCX sectors, or JERCX dividends.

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