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Janus Global Real Estate A (JERAX) Fund Ranking and Research

Ranking, Research and Recommendation of Janus Global Real Estate A (JERAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Janus Global Real Estate A Fund (JERAX) ManagerFund Manager - Patrick Brophy

Fund Manager Information

Fund Manager Tenure: 12.2 years
Similar Funds: JERCX  JERIX  JERSX  JERTX 
Fund Family: Janus
Fund Category: Global Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of Janus Global Real Estate A Fund (JERAX) ProfileJanus Global Real Estate A Fund (JERAX) Profile

Fund Profile and Description

Janus Global Real Estate A Fund seeks total return through a combination of capital appreciation and current income. Janus Global Real Estate A Fund normally invests at least 80% of net assets plus the amount of any borrowings for investment purposes, in equity and debt securities of real estate-related companies. It may concentrate 25% or more of net assets in securities of issuers in real estate or real estate-related industries. Janus Global Real Estate A Fund may also invest in non-U.S. real estate and real estate-related companies. It may invest assets in derivatives.

 

Janus Global Real Estate A (JERAX) Fund Strength What we like about Janus Global Real Estate A (JERAX) Fund

Data for Janus Global Real Estate A Fund (JERAX) as of May 30, 2016

  • Janus Global Real Estate A Fund (JERAX) management has been with Janus Global Real Estate A Fund for 12.2 years
  • Janus Global Real Estate A Fund (JERAX) has good mid-term performance (3-year return 5.30% vs 5.24% Global Real Estate category median performance)
  • Asset base in Janus Global Real Estate A Fund (JERAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Janus Global Real Estate A Fund (JERAX) has an annual stock turnover rate of 22.00% vs Global Real Estate average of 58.14%. It is good that Janus Global Real Estate A management does not trade extensively for its return.
  • Janus Global Real Estate A Fund (JERAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.79, lower than category average of 12.98
  • Janus Global Real Estate A Fund (JERAX) has a lower expense ratio than its Global Real Estate average: 1.27% vs 1.39%

Janus Global Real Estate A Fund (JERAX) Weakness What we are cautious about Janus Global Real Estate A (JERAX) Fund

Data for Janus Global Real Estate A Fund (JERAX) as of May 30, 2016

  • Janus Global Real Estate A Fund (JERAX) has a less-than-ideal short-term performance (1-year return -2.41% vs 0.79% Global Real Estate category median performance)
  • Janus Global Real Estate A Fund (JERAX) has a less-than-ideal Long-term performance (5-year return 5.62% vs 5.67% Global Real Estate category median performance)
  • Janus Global Real Estate A Fund (JERAX) ratio of up-years vs down years can be improved
  • Janus Global Real Estate A Fund (JERAX) has a Morningstar rating of 3 and below
  • Janus Global Real Estate A Fund (JERAX) carries a 5.75% load
See Janus Global Real Estate A Fund (JERAX) performance details as of May 30, 2016

 

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Compare Janus Global Real Estate A Fund (JERAX)Compare with other top Global Real Estate category mutual funds

Aadditional top Global Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Janus Global Real Estate A2.84-2.415.305.62
MFS Global Real Estate R5 (MGLRX)7.347.247.857.73Compare
Oppenheimer Global Real Estate Y (OGRYX)3.602.716.960Compare
Third Avenue Real Estate Value Instl (TAREX)2.65-4.826.797.83Compare

See top fund managers for Global Real Estate Category Funds

 

Compare Janus Global Real Estate A Fund (JERAX)Compare with Global Real Estate category ETFs

Some Global Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust FTSE EN Dev Mkts Rel Est ETF (FFR)000
iShares Europe Developed Real Estate (IFEU)000
iShares International Dev Rel Est (IFGL)000
iShares International Developed Property (WPS)000
SPDR Dow Jones Global Real Estate ETF (RWO)000

 

Graph of Janus Global Real Estate A Fund (JERAX) Net Asset TrackingJanus Global Real Estate A (JERAX) Fund Net Asset

Track net asset change of Janus Global Real Estate A fund (JERAX)

DateNet Asset
05/2016$251.71M
03/2016$234.88M
02/2016$232.11M
More historic net asset information on Janus Global Real Estate A Fund (JERAX)

  

Graph of Janus Global Real Estate A Fund (JERAX) Portfolio TrackingJanus Global Real Estate A (JERAX) Fund Portfolio Allocation

Track portfolio allocation change of Janus Global Real Estate A fund (JERAX)

DateCashStockBondOther
03/20167.1%88.42%0%4.24%
12/20151.93%92.53%0%5.3%
09/20152.03%94.31%0%3.42%
Click here to see more historic asset allocation information on Janus Global Real Estate A Fund (JERAX)

 

graph of Janus Global Real Estate A Fund (JERAX) Top 10 Position TrackingTop 10 Holdings in Janus Global Real Estate A (JERAX) Fund

Discover what Janus Global Real Estate A Fund (JERAX) manager is buying

Mar 30, 2016
Kennedy-Wilson Holdings Inc. Co [3.71%]
Simon Property Group, Inc. Comm [3.67%]
Aroundtown Property Holdings PLC [3.65%]
American Tower Corporation (REI [3.26%]
Chatham Lodging Trust (REIT) Co [3.03%]
Kennedy Wilson Europe Real Estate Plc [2.81%]
St. Joe Company (The) Common St [2.33%]
CapitaLand Ltd [2.1%]
New Home Company Inc. (The) Com [1.92%]

Dec 30, 2015
Kennedy-Wilson Holdings Inc. Co [3.99%]
Simon Property Group, Inc. Comm [3.36%]
Aroundtown Property Holdings PLC [3.31%]
American Tower Corporation (REI [3.02%]
Kennedy Wilson Europe Real Estate Plc [2.92%]
Chatham Lodging Trust (REIT) Co [2.84%]
St. Joe Company (The) Common St [2.46%]
CapitaLand Ltd [2.13%]
New Home Company Inc. (The) Com [1.99%]
NorthStar Realty Finance Corp. [1.86%]

Sep 29, 2015
Kennedy-Wilson Holdings Inc. Co [3.56%]
Simon Property Group, Inc. Comm [3.05%]
Chatham Lodging Trust (REIT) Co [2.88%]
Kennedy Wilson Europe Real Estate Plc [2.73%]
American Tower Corporation (REI [2.65%]
Aroundtown Property Holdings PLC [2.61%]
St. Joe Company (The) Common St [2.39%]
Las Vegas Sands Corp. Common St [2.32%]
STARWOOD PROPERTY TRUST, INC. S [1.75%]
CapitaLand Ltd [1.65%]
Click here for Stock Holding Change Map in Janus Global Real Estate A Fund (JERAX)

  

Latest News on Janus Global Real Estate A (JERAX) Fund

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Janus Global Real Estate A Fund (JERAX) Related ResourcesSee more information on Janus Global Real Estate A (JERAX) Fund

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