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James Alpha Global Real Estate Invsmts A (JAREX)

20.37 Up 0.09(0.44%) Apr 16
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Prev Close:20.28
YTD Return*:3.72%
Net Assets*:252.59M
Yield*:5.56%

* As of 31-Mar-14

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 %
AMT4.912.24
SUHJF.HK4.520.34
88014.4516.83
ACC4.081.06
WYN3.65-1.85

Fund Basics

Morningstar Overall Rating:
Total Assets:252.59M
Category:Global Real Estate
Annual Report Expense Ratio (net):2.75%

Performance & Risk

YTD Return:3.72%
5y Avg Return:N/A
Rank in Category (ytd):39
% Rank in Category (ytd):16.96%
Beta (3y):0.98
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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