Easterly Global Real Estate has a new name, but maintains its Morningstar Analyst Rating of Neutral for all share classes. Its impressive portfolio manager is offset by expenses that remain on the high side.
Morningstar’s Fund Analysis JAREX
Will JAREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JAREX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JAREX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JAREX’s parent organization’s priorities and whether they’re in line with investors’ interests.