JERSX Mutual Fund

JERSX Mutual Fund (Janus Henderson Global Real Estate Fund Class S) is managed by Janus Henderson Investors. JERSX expense ratio is 1.17%, holding 59 positions across sectors including Real Estate, Consumer Discretionary, Communication Services. Inception date: 2007-11-28.

JERSX performance shows a YTD return of 12.73%. The 1-year return is 17.66% and the 5-year return is 0.17%. JERSX dividend yield stands at 2.80%, paid quarterly.

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

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