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    James Alpha Global Real Estate Invsmts I (JARIX)

    21.15 Up 0.09(0.43%) May 27
    Prev Close:21.06
    YTD Return*:8.04%
    Net Assets*:391.10M
    Yield*:1.88%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for JARIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SIR5.76-1.29
    AMT4.89-3.83
    SKT3.84-6.48
    EQIX3.7315.04
    NRF3.6810.86

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:391.1M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.49%

    Performance & Risk

    YTD Return:8.04%
    5y Avg Return:11.74%
    Rank in Category (ytd):16
    % Rank in Category (ytd):6.5%
    Beta (3y):0.76
    Morningstar Risk Rating:2

    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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