| 10.73 Net Asset Value | -1.65% 1 Day | +6.55% 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 | -0.27% | 3 years | +16.96% | |
| 3 months | +9.43% | 5 years | +1.47% | |
| 1 year | +40.89% | Since inception | +0.75% |
| JIRSX | Category | |
|---|---|---|
| Performance 5-yr return | +1.47% | +2.33% |
| Expense ratio | 1.50% | 1.49% |
| Risk 5 year sharpe ratio | 0.17 | 0.22 |
| Net assets | $270.2M | $720.0M |
| Average market cap | $9.1B | $9.0B |
| Average P/E | 13.5 | 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% |
| -- Mitsui Fudosan Co., Ltd. | 8.03% |
| -- Mitsubishi Estate | 7.89% |
| -- Unibail-Rodamco SE | 5.88% |
| -- Westfield Group | 3.87% |
| -- Wharf holdings | 3.57% |
| -- British Land Co PLC | 3.44% |
| -- Japan Real Estate Investment Corp | 3.38% |
| -- Goodman Group | 3.37% |
| -- Dexus Property Group | 3.30% |
| -- New World Development Co., Ltd. | 2.82% |
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