| 9.87 Net Asset Value | +0.10% 1 Day | -1.99% Year-to-Date | Overall Morningstar Rating |
| Global real estate Style or Category | No Load Sales Expenses | 1.50% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -12.03% | 3 years | +13.40% | |
| 3 months | -3.80% | 5 years | +0.18% | |
| 1 year | +25.02% | Since inception | -0.87% |
| JIRSX | Category | |
|---|---|---|
| Performance 5-yr return | +0.18% | +2.33% |
| Expense ratio | 1.50% | 1.49% |
| Risk 5 year sharpe ratio | 0.12 | 0.18 |
| Net assets | $252.8M | $631.7M |
| Average market cap | $10.3B | $9.0B |
| Average P/E | 15.3 | 16.8 |
| Portfolio turnover | 38% | 38% |
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| Fund family | JPMorgan |
| Fund manager & tenure | Kay Herr / 6 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | $1,000,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 98.88% |
| Industrial materials | 1.12% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| -- Mitsubishi Estate | 9.45% |
| -- Mitsui Fudosan Co., Ltd. | 8.45% |
| -- Unibail-Rodamco SE | 6.12% |
| -- Westfield Group | 4.82% |
| -- British Land Co PLC | 3.67% |
| -- Dexus Property Group | 3.47% |
| -- Japan Real Estate Investment Corp | 3.44% |
| -- CapitaLand Limited | 3.40% |
| -- Wharf holdings | 3.40% |
| -- Goodman Group | 3.38% |
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