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    James Alpha Global Real Estate Invsmts C (JACRX)

    21.17 Up 0.05(0.24%) Feb 27
    Prev Close:21.12
    YTD Return*:2.81%
    Net Assets*:345.45M
    Yield*:1.03%

    * As of 31-Jan-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for JACRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SIR5.556.06
    GLPI5.1712.30
    KLPEF.PA4.4312.10
    EFC3.954.96
    UNBLF.PA3.786.64

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:345.45M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):2.67%

    Performance & Risk

    YTD Return:2.81%
    5y Avg Return:11.88%
    Rank in Category (ytd):76
    % Rank in Category (ytd):30.89%
    Beta (3y):0.78
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks total return through a combination of current income and capital appreciation. The fund's strategy is to invest exclusively (other than cash and cash equivalents) in publicly-traded real estate investment trusts ("REITs"), including REIT preferred stock, and other publicly-traded real estate securities that are included in the FTSE EPRA/NAREIT Developed Real Estate Index. The index may include securities of any issuer that derived in the previous full fiscal year at least 75% of its total earnings before interest, depreciation and amortization ("EBIDA") from the ownership, trading and development of income-producing real estate. View More
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