Despite being run by an impressive team with a veteran portfolio manager, Easterly Global Real Estate is held back by high expenses and poor tax efficiency. It maintains a Morningstar Analyst Rating of Neutral for all share classes.
- NAV / 1-Day Return 12.99 / 0.23 %
- Total Assets 455.4 Mil
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Adj. Expense Ratio
- Expense Ratio 1.360%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Global Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.57%
- Turnover 12%
Morningstar’s Analysis JAREX
Will JAREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 53
- Bond Holdings 0
- Other Holdings 9
- % Assets in Top 10 Holdings 42.5