JAHSX : James Alpha EHS Portfolio Class S

JAHSX is a Alternatives Market Short with MODERATE fees.

JAHSX

James Alpha EHS Portfolio Class S

FI Score

19 /100

Expense Ratio Rating

8 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

19% FI Score
  • jahsx
  • Mutual Fund
  • Alternatives
  • Short

James Alpha EHS Portfolio Class S

Expenses: 1.36% (Better than 1% of similar funds)

This is a bad choice for a Short Alternatives fund. See why »

Fund Summary

The investment seeks attractive long-term risk-adjusted returns relative to traditional financial market indices. The manager seeks to achieve the Portfolio's investment objective by attempting to outperform the returns of a variety of hedged equity investment strategies. It is expected to gain exposure to asset classes primarily through exchange-traded products such as exchange-traded notes ("ETNs"), exchange-traded funds ("ETFs") and mutual funds, although the Portfolio may invest directly in currencies, equities and fixed income securities.

Largest Holdings

Amount Holding
31.74% James Alpha Structured Credit Value S
6.41% iShares Micro-Cap ETF
4.85% Invesco S&P 500® Equal Weight ETF
4.48% iShares Russell Mid-Cap Growth ETF
3.95% Vanguard Total World Stock ETF
3.14% American Beacon Sound Point FlRtIn Y
2.78% iShares Russell 2000 Growth ETF
2.66% SPDR® Blmbg Barclays Convert Secs ETF
2.29% iShares MSCI EAFE ETF
1.94% iShares Russell 1000 Growth ETF
1.78% First Trust Financials AlphaDEX® ETF
1.54% SPDR® S&P Emerging Asia Pacific ETF
1.51% Vanguard FTSE Emerging Markets ETF
1.51% Invesco DWA Healthcare Momentum ETF
1.44% iShares Nasdaq Biotechnology ETF
1.43% iShares MSCI India Small-Cap ETF
1.34% iShares Expanded Tech-Software Sect ETF
1.21% VanEck Vectors ChinaAMC SME-ChiNext ETF
1.01% First Trust Dow Jones Internet ETF
0.89% Pacific Biosciences of California Inc
0.89% iShares MSCI Japan ETF
0.81% iShares Edge MSCI Intl Momentum Fctr ETF
0.78% AlphaClone Alternative Alpha ETF
0.76% SPDR® S&P Regional Banking ETF
0.76% iShares MSCI China Small-Cap ETF

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo