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    James Alpha Global Real Estate Invsmts A (JAREX)

    18.96 Down 0.03(0.16%) Apr 28
    Prev Close:18.99
    YTD Return*:4.94%
    Net Assets*:383.59M
    Yield*:3.06%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for JAREX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SIR5.16N/A
    VNA.DE4.53N/A
    SKT4.04N/A
    WEFIF.AX3.95N/A
    LKREF.HK3.89N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:383.59M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.98%

    Performance & Risk

    YTD Return:4.94%
    5y Avg Return:7.69%
    Rank in Category (ytd):21
    % Rank in Category (ytd):7.66%
    Beta (3y):0.80
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks total return through a combination of current income and capital appreciation. The fund may invest 100% of its net assets (other than cash and cash equivalents) in REITs, and may also invest in other publicly traded real estate securities that are included in the FTSE EPRA/NAREIT Developed Real Estate Index. Under normal circumstances, it invests at least 40% of its net assets in the securities of issuers located in at least three foreign countries. View More
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