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Johnson Realty (JRLTX)

14.56 Down 0.04(0.27%) Apr 17
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Prev Close:14.60
YTD Return*:8.69%
Net Assets*:10.83M
Yield*:2.04%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for JRLTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG8.439.21
AMT5.002.24
PSA4.9913.53
PLD3.806.89
GGP3.779.72

Fund Basics

Morningstar Overall Rating:
Total Assets:10.83M
Category:Real Estate
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:8.69%
5y Avg Return:26.20%
Rank in Category (ytd):71
% Rank in Category (ytd):25.18%
Beta (3y):0.81
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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