• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 1.09% Nasdaq Up 0.98%

    James Alpha Global Real Estate Invsmts I (JARIX)

    20.00 Up 0.04(0.20%) Jul 28
    Prev Close:19.96
    YTD Return*:2.50%
    Net Assets*:373.88M
    Yield*:2.00%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for JARIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DAIMF.DE6.36N/A
    LKREF.HK5.05N/A
    AMT4.63N/A
    SIR4.59N/A
    WEFIF.AX3.77N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:373.88M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.49%

    Performance & Risk

    YTD Return:2.50%
    5y Avg Return:12.37%
    Rank in Category (ytd):12
    % Rank in Category (ytd):4.8%
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback