James Alpha Global Real Estate Invsmts A (JAREX)
* As of 31-Mar-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Category:||Global Real Estate|
|Annual Report Expense Ratio (net):||2.33%|
Performance & Risk
|5y Avg Return:||11.74%|
|Rank in Category (ytd):||1|
|% Rank in Category (ytd):||0.41%|
|Morningstar Risk Rating:||1|
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