JERTX Mutual Fund

JERTX Mutual Fund (Janus Henderson Global Real Estate Fund Class T) is managed by Janus Henderson Investors with $45.0M in net assets. JERTX expense ratio is 0.89%, holding 60 positions across sectors including Real Estate, Consumer Discretionary, Communication Services. Inception date: 2009-07-06.

JERTX performance shows a YTD return of 5.78%. The 1-year return is 6.89% and the 5-year return is -0.87%. JERTX dividend yield stands at 2.35%, paid quarterly.

JERTX 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 JERTX holdings, JERTX sectors, or JERTX dividends.

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