Morningstar

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 Mutual Funds List

1 to 23 of 23 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Easterly Hedged Equity Fund Class R6JDSEXEquity Hedged
8.37%351.070%HighRetirement, Large$0
Easterly Snow Capital Small Cap Value Fund Institutional ClassSNWIXSmall Value
13.35%790.950%AverageInstitutional$1M
Easterly Hedged Equity Fund Class IJDIEXEquity Hedged
8.14%371.330%AverageInstitutional$1M
Easterly Snow Small Cap Value Fund Class R6SNWRXSmall Value
13.32%800.850%AverageRetirement, Large$5M
Easterly Hedged Equity Fund Class AJDAEXEquity Hedged
7.91%401.580%AverageFront Load$2,500
Easterly Income Opportunities Fund Class IJSVIXMultisector Bond—0.83%311.280%HighInstitutional$1M
Easterly Hedged Equity Fund Class CJDCEXEquity Hedged
7.33%492.330%AverageLevel Load$2,500
Easterly Income Opportunities Fund Class R6JASSXMultisector Bond—1.19%250.890%HighRetirement, Large$0
Easterly Snow Long/Short Opportunity Fund Class R6SNORXLong-Short Equity
19.65%131.010%HighRetirement, Large$5M
Easterly Snow Capital Small Cap Value Fund Class CSNWCXSmall Value
12.44%811.950%AverageLevel Load$2,500
Easterly Snow Capital Small Cap Value Fund Class ASNWAXSmall Value
13.12%801.200%Below AverageFront Load$2,500
Easterly Income Opportunities Fund Class AJASVXMultisector Bond—0.62%351.530%HighFront Load$2,500
Easterly Global Real Estate Fund Class IJARIXGlobal Real Estate
3.60%651.040%Above AverageInstitutional$1M
Easterly Income Opportunities Fund Class CJSVCXMultisector Bond—−0.04%542.280%HighLevel Load$2,500
Easterly Global Real Estate Fund Class A—Global Real Estate
3.17%731.490%HighFront Load$2,500
Easterly Global Real Estate Fund Class CJACRXGlobal Real Estate
2.50%752.240%Above AverageLevel Load$2,500
Easterly Snow Capital Long/Short Opportunity Fund Class InstitutionalSNOIXLong-Short Equity
19.65%131.220%AverageInstitutional$1M
Easterly Snow Capital Long/Short Opportunity Fund Class CSNOCXLong-Short Equity
18.67%152.210%AverageLevel Load$2,500
Easterly Snow Capital Long/Short Opportunity Fund Class ASNOAXLong-Short Equity
19.41%141.470%Below AverageFront Load$2,500
Easterly Global Real Estate Fund Class R6JARSXGlobal Real Estate
3.74%610.940%Above AverageRetirement, Large$0
Easterly Snow All Cap Value Fund Class ISNVIXMid-Cap Value—
——0.950%Above AverageInstitutional$100,000
Easterly Snow All Cap Value Fund Class ASNVAXMid-Cap Value—
——1.200%Above AverageFront Load$2,500
Easterly Snow All Cap Value Fund Class CSNVCXMid-Cap Value—
——1.950%Above AverageLevel 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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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