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    Johnson Realty (JRLTX)

    16.96 Up 0.06(0.36%) Dec 26
    Prev Close:16.90
    YTD Return*:27.19%
    Net Assets*:11.06M
    Yield*:2.13%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for JRLTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG8.1030.60
    AMT5.8929.03
    PSA4.5526.35
    EOP3.5615.15
    GGP3.3038.32

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:11.06M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:27.19%
    5y Avg Return:16.73%
    Rank in Category (ytd):47
    % Rank in Category (ytd):17.15%
    Beta (3y):0.60
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks above average dividend income and long term capital growth. The fund invests primarily in equity securities of companies in the real estate industry, including but not limited to REITs (real estate investment trusts) and other real estate related equity securities. Under normal circumstances, at least 80% of the fund's total assets will be in the real estate industry. View More
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