Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Easterly Funds Mutual Funds
View all of Easterly Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Easterly Funds Funds List
Share Class Type
1 to 20 of 20 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Easterly Income Opportunities A | JASVX | Multisector Bond | — | 1.53% | 55 | 1.730% | High | Front Load | $2,500 | |
| Easterly Income Opportunities I | JSVIX | Multisector Bond | — | 1.55% | 49 | 1.480% | High | Institutional | $1.0 Mil | |
| Easterly Income Opportunities R6 | JASSX | Multisector Bond | — | 1.82% | 44 | 0.890% | High | Retirement, Large | — | |
| Easterly Hedged Equity A | JDAEX | Options Trading | 7.58% | 22 | 1.580% | Above Average | Front Load | $2,500 | ||
| Easterly Hedged Equity I | JDIEX | Options Trading | 7.62% | 20 | 1.330% | Above Average | Institutional | $1.0 Mil | ||
| Easterly Hedged Equity R6 | JDSEX | Options Trading | 7.64% | 20 | 1.070% | High | Retirement, Large | — | ||
| Easterly Income Opportunities C | JSVCX | Multisector Bond | — | 1.23% | 64 | 2.480% | High | Level Load | $2,500 | |
| Easterly Global Real Estate A | JAREX | Global Real Estate | −0.83% | 25 | 1.420% | Above Average | Front Load | $2,500 | ||
| Easterly Global Real Estate C | JACRX | Global Real Estate | −1.08% | 39 | 2.170% | Above Average | Level Load | $2,500 | ||
| Easterly Global Real Estate I | JARIX | Global Real Estate | −0.66% | 30 | 1.040% | Above Average | Institutional | $1.0 Mil | ||
| Easterly Global Real Estate R6 | JARSX | Global Real Estate | −0.58% | 23 | 0.940% | Above Average | Retirement, Large | — | ||
| Easterly Hedged Equity C | JDCEX | Options Trading | 7.23% | 26 | 2.330% | Above Average | Level Load | $2,500 | ||
| Easterly Snow Long/Short Opportunity A | SNOAX | Long-Short Equity | 7.43% | 51 | 1.480% | Below Average | Front Load | $2,500 | ||
| Easterly Snow Long/Short Opportunity C | SNOCX | Long-Short Equity | 7.12% | 55 | 2.220% | Below Average | Level Load | $2,500 | ||
| Easterly Snow Long/Short Opportunity I | SNOIX | Long-Short Equity | 6.71% | 50 | 1.230% | Below Average | Institutional | $1.0 Mil | ||
| Easterly Snow Long/Short Opportunity R6 | SNORX | Long-Short Equity | 7.11% | 48 | 1.000% | Average | Retirement, Large | $5.0 Mil | ||
| Easterly Snow Small Cap Value I | SNWIX | Small Value | 10.43% | 4 | 1.250% | High | Institutional | $1.0 Mil | ||
| Easterly Snow Small Cap Value R6 | SNWRX | Small Value | 10.43% | 3 | 1.000% | High | Retirement, Large | $5.0 Mil | ||
| Easterly Snow Small Cap Value A | SNWAX | Small Value | 10.42% | 5 | 1.500% | High | Front Load | $2,500 | ||
| Easterly Snow Small Cap Value C | SNWCX | Small Value | 10.00% | 6 | 2.250% | High | Level Load | $2,500 |
Easterly Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank