JARIX Mutual Fund

JARIX Mutual Fund (Easterly Global Real Estate Fund Class I) is managed by Easterly Funds with $119.3M in net assets. JARIX expense ratio is 1.05%, holding 42 positions across sectors including Real Estate, Information Technology, Industrials. Inception date: 2011-08-01.

JARIX performance shows a YTD return of 3.88%. The 1-year return is 1.69%. JARIX dividend yield stands at 2.18%, paid quarterly.

JARIX top holdings include Welltower, Inc. (6.1%), Equinix Inc. Real Estate Investment Trust (5.5%), Prologis Inc (5.4%), American Healthcare REIT Inc (4.5%), Goodman Group (3.4%). Go to all JARIX holdings, JARIX sectors, or JARIX dividends.

JARIX can be compared against other funds. Use JARIX overlap to find shared positions, or JARIX vs another fund for a side-by-side view. JARIX alternatives are available via the screener, along with tax-loss harvesting opportunities.