JPMorgan Realty Income R5 (JRIRX)
* As of 31-Aug-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.78%|
Performance & Risk
|5y Avg Return:||12.54%|
|Rank in Category (ytd):||35|
|% Rank in Category (ytd):||12.2%|
|Morningstar Risk Rating:||4|
The investment seeks high total investment return through a combination of capital appreciation and current income.
The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund may also invest up to 15% of net assets in illiquid holdings. It is non-diversified. View More