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 13.58 / 0.00
- Total Assets 523.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 1.77%
- Turnover 116%
Morningstar’s Analysis JARIX
Will JARIX 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 50
- Bond Holdings 0
- Other Holdings 9
- % Assets in Top 10 Holdings 45.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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