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 Dow Down 0.72% Nasdaq Down 0.50%

JPMorgan International Realty A (JIRAX)

10.57 Down 0.01(0.09%) Jul 25
Prev Close:10.58
YTD Return*:6.22%
Net Assets*:93.93M
Yield*:2.70%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
UNBLF.PA8.1916.15
MTSFF7.68-12.02
WEFIF.AX5.91-23.73
BRLAF.L4.2719.35
JREIF4.17102.23

Fund Basics

Morningstar Overall Rating:
Total Assets:93.93M
Category:Global Real Estate
Annual Report Expense Ratio (net):1.40%

Performance & Risk

YTD Return:6.22%
5y Avg Return:11.86%
Rank in Category (ytd):89
% Rank in Category (ytd):39.73%
Beta (3y):1.17
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital growth. The fund invests at least 80% of the value of its assets in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations, and other real estate companies. It will invest primarily in foreign companies of various sizes, including foreign subsidiaries of U.S. companies. No more than 20% of the assets will be invested in debt securities denominated in a currency other than the U.S. dollar or issued by a foreign government or international organization. The fund's assets may be invested in issuers in emerging markets. It is non-diversified. View More
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