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James Alpha Global Real Estate Invsmts A (JAREX)

22.39 Up 0.13(0.58%) Jun 18

Prev Close:22.26
YTD Return*:5.46%
Net Assets*:108.65M
Yield*:4.40%

* As of 31-Mar-13

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

Headlines

  • No Headlines available for JAREX at this time.

Reports

  • No Reports available for JAREX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GGP7.470.60
NSM5.1015.66
RIOCF.TO4.59-1.81
00823.HK4.5517.00
MERY.PA4.11N/A
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:108.65M
Category:Global Real Estate
Annual Report Expense Ratio (net):2.71%
Fund Profile | Holdings

Performance & Risk

YTD Return:5.46%
5y Avg Return:N/A
Rank in Category (ytd):30
% Rank in Category (ytd):14.93%
Beta (3y):0.94
Morningstar Risk Rating:2
Performance Details | Risk Details

Fund Summary

The investment seeks total return through a combination of current income and capital appreciation. The Portfolio's strategy is to invest exclusively (other than cash and cash equivalents) in publicly-traded real estate investment trusts, 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"). 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
Fund Profile
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