James Alpha Global Real Estate Investments Portfolio

Scorecard
3 / 5 Stars
Lipper
5 5 2 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E+ (Sell)

#26 in Global Real Estate

U.S. News evaluated 57 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 1.63 percent over the past year, and 8.58 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 3.8%
1 Year 1.6%
3 Years (Annualized) 8.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return through a combination of current income and capital appreciation. The Portfolio's strategy is to invest exclusively (other than cash and cash equivalents) in publicly-traded real estate investment trusts, including REIT preferred stock, and other publicly-traded real estate securities that are included in the FTSE EPRA/NAREIT Developed Real Estate Index (the "index"). The index may include securities of any issuer that derived in the previous full fiscal year at least 75% of its total earnings before interest, depreciation and amortization ("EBIDA") from the ownership, trading and development of income-producing real estate.

Fees

Fees are High compared to funds in the same category.
James Alpha Global Real Estate Investments Portfolio has an expense ratio of 2.75 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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