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JACRX James Alpha Global Real Estate Invsmts C

3 lower fee alternatives found

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Fund JACRX James Alpha Global Real Estate Invsmts C RWO SPDR® Dow Jones Global Real Estate ETF SWASX Schwab Global Real Estate  
100% 86% 85%
Annual Fees
(2.67% Exp. Ratio)
(0.50% Exp. Ratio)
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$22,928.01 $44,428.03 $37,621.72
Est. savings over 30 yrs +$21,500.02 +$14,693.71
As of 9/30/16
1 YR RETURN 9.31%
3 YR 5.38%
5 YR 11.92%
10 YR --
1 YR RETURN 13.80%
3 YR 9.01%
5 YR 12.61%
10 YR --
1 YR RETURN 16.94%
3 YR 8.79%
5 YR 11.93%
10 YR --
The investment seeks total return through a combination of current income and capital appreciation. The fund may invest 100% of its net assets (other than cash and cash equivalents) in REITs, and may also invest in other publicly traded real estate securities that are included in the FTSE EPRA/NAREIT Developed Real Estate Index. Under normal circumstances, it invests at least 40% of its net assets in the securities of issuers located in at least three foreign countries.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Global Select Real Estate Securities Indexsm based upon the global real estate market. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities. The fund is non-diversified.
The investment seeks capital growth and income consistent with prudent investment management. The fund invests at least 80% of its net assets in securities of real estate companies and companies related to the real estate industry. It invests in equity securities, primarily common stocks. The fund may invest a significant portion of its total assets in real estate investment trusts (REITs) and other similar REIT-like structures. It may invest in derivative securities, such as swaps, options, futures and options on futures, which are principally tied to the real estate industry, for hedging purposes and to seek returns on the fund's otherwise uninvested cash.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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