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JARIX James Alpha Global Real Estate Invsmts I

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Fund JARIX James Alpha Global Real Estate Invsmts I GFMRX Gerstein Fisher Mlt-Ftr Gl Rl Est Sec  
Similarity
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100% 85%
Annual Fees
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$157.38
(1.49% Exp. Ratio)
$105.63
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$32,936.89 $38,223.36
Est. savings over 30 yrs +$5,286.47
Return
As of 11/30/16
1 YR RETURN 2.82%
3 YR 5.30%
5 YR 10.48%
10 YR --
1 YR RETURN 3.43%
3 YR 7.56%
5 YR --
10 YR --
Description
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 total return. Under normal market conditions, at least 80% of the fund's net assets will be invested in income-producing common stocks and other real estate securities, including real estate investment trusts ("REITs"). It invests in securities of issuers from at least three different countries (including the United States), with at least 40% of the fund's net assets invested in foreign securities. The fund may invest up to 20% of its net assets in debt securities of any rating or maturity, including high yield debt securities (otherwise known as "junk bonds"), that are issued or guaranteed by real estate and other companies.

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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.

Similarity

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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