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    James Alpha Global Real Estate Invsmts A (JAREX)

    18.44 Down 0.25(1.34%) Sep 4
    Prev Close:18.69
    YTD Return*:-0.92%
    Net Assets*:368.69M
    Yield*:1.81%

    * As of 31-Aug-15

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

    Headlines

    • No Headlines available for JAREX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DAIMF.DE7.80N/A
    LKREF.HK5.35N/A
    SIR4.30N/A
    WEFIF.AX3.70N/A
    SKT3.53N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:368.69M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):2.33%

    Performance & Risk

    YTD Return:-0.92%
    5y Avg Return:9.05%
    Rank in Category (ytd):4
    % Rank in Category (ytd):1.6%
    Beta (3y):0.76
    Morningstar Risk Rating:1

    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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