JERIX : Janus Henderson Global Real Estate Fund Class I

JERIX is a Sector Equity Market Real Estate with MODERATE fees.

JERIX

Janus Henderson Global Real Estate Fund Class I

FI Score

40 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

40% FI Score
  • jerix
  • Mutual Fund
  • Sector Equity
  • Real Estate

Janus Henderson Global Real Estate Fund Class I

Expenses: 1.09% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Sector Equity fund. See why ยป

Fund Summary

The investment seeks total return through a combination of capital appreciation and current income. The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. These securities may include common stocks, preferred stocks, and other equity securities, including, but not limited to, real estate investment trusts ("REITs") and similar REIT-like entities, such as foreign entities that have REIT characteristics.

Largest Holdings

Amount Holding
6.52% Prologis Inc
3.90% VICI Properties Inc Ordinary Shares
3.15% Sun Hung Kai Properties Ltd
3.13% Sun Communities Inc
2.95% Deutsche Wohnen SE
2.94% Alexandria Real Estate Equities Inc
2.88% China Resources Land Ltd
2.75% Mitsui Fudosan Co Ltd
2.53% Healthpeak Properties Inc
2.45% Rexford Industrial Realty Inc
2.42% Duke Realty Corp
2.27% Mirvac Group
2.18% MGM Growth Properties LLC A
2.13% Link Real Estate Investment Trust
2.10% Equity Lifestyle Properties Inc
2.07% Granite Real Estate Investment Trust Shs of Granite Real Estate Inc + 1 TU
2.06% Invitation Homes Inc
2.03% Spirit Realty Capital Inc
1.97% Camden Property Trust
1.97% Shimao Property Holdings Ltd
1.95% UDR Inc
1.87% Americold Realty Trust
1.81% Allied Properties Real Estate Investment Trust
1.73% Nomura Real Estate Master Fund Inc
1.72% Gecina Nom

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 thumbs up duo