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 Dow Down 0.34% Nasdaq Up 0.28%

James Alpha Global Real Estate Invsmts A (JAREX)

21.29 Down 0.01(0.05%) Jul 29
Prev Close:21.29
YTD Return*:10.20%
Net Assets*:316.20M
Yield*:4.68%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
SIR8.2715.15
GLPI6.29-5.94
MTSFF3.74-12.02
UTG.L3.61-23.04
RLGY3.4323.81

Fund Basics

Morningstar Overall Rating:
Total Assets:316.2M
Category:Global Real Estate
Annual Report Expense Ratio (net):2.75%

Performance & Risk

YTD Return:10.20%
5y Avg Return:N/A
Rank in Category (ytd):70
% Rank in Category (ytd):31.25%
Beta (3y):0.99
Morningstar Risk Rating:2

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
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