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.
Will JARIX 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 JARIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JARIX 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 JARIX’s parent organization’s priorities and whether they’re in line with investors’ interests.