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Easterly Global Real Estate A JAREX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Easterly Funds Investment Hub

Morningstar’s Analysis JAREX

Will JAREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of JAREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A global REIT fund with an experienced manager but a high price tag.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

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.

by David Kathman
Rated on Published on

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