Easterly Global Real Estate Fund
Shareclass
Easterly Global Real Estate I (JARIX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 751 out of 867 funds
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Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Easterly Global Real Estate Fund JARIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Lifestyle Communities Ltd2.85% of assets$7.77M invested
- 2. British Land Co PLC0.83% of assets$2.26M invested
- 3. American Tower Corp2.56% of assets$6.98M invested
- 4. UNITE Group PLC4.56% of assets$12.44M invested
- 5. Equinix Inc0.13% of assets$350,088 invested
- 6. Equity Lifestyle Properties Inc4.19% of assets$11.43M invested
- 7. Grainger PLC3.66% of assets$9.97M invested
- 8. Prologis Inc2.45% of assets$6.67M invested
- 9. Independence Realty Trust Inc3.83% of assets$10.45M invested
- 10. American Homes 4 Rent Class A4.31% of assets$11.76M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Lamar Advertising Co Class A5.06% of assets$13.81M invested
- 2. American Healthcare REIT Inc Ordinary Shares3.37% of assets$9.19M invested
- 3. National Health Investors Inc1.8% of assets$4.91M invested
- 4. Japan Hotel REIT Investment Corp2.52% of assets$6.87M invested
- 5. Mitsui Fudosan Logistics Park Inc0.56% of assets$1.52M invested
- 6. Tritax Big Box Ord3.83% of assets$10.45M invested
- 7. Americold Realty Trust Inc4.1% of assets$11.17M invested
- 8. Acadia Realty Trust3.39% of assets$9.25M invested
- 9. Catena AB5.07% of assets$13.82M invested
- 10. Mitsubishi Estate Co Ltd2.96% of assets$8.08M invested
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Financial performance
Performance data provided by
Find more financial data on JARIX at Morningstar.com
Find more financial data on JARIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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