Easterly Global Real Estate has an impressive and seasoned portfolio manager, but it also features poor tax efficiency and a high price tag. It maintains Pillar ratings of Above Average for People and Average for Process.
Easterly Global Real Estate I JARIX
- NAV / 1-Day Return 13.70 / +0.37 %
- Total Assets 382.5 Mil
-
Adj. Expense Ratio
1.040%
- Expense Ratio 1.040%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 2.28%
- Turnover 12%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JARIX
Will JARIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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