James Alpha Advisors Mutual Funds List
Here you can find all mutual funds issued by James Alpha Advisors and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.37%
- Avg. 1 Year Return
- 9.56%
- Avg. 5 Year Return
- 4.48%
- Median Risk/Return Score
- 79 / 100
James Alpha Advisors Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Easterly Global Real Estate Fund | REIT | Oct 25, 2009 | 1.36% | 8.47% | 4.73% | 3.00% | 5 | ||||||||
| Easterly Hedged Equity Fund | Options Trading | Jul 30, 2015 | 1.26% | 8.61% | 9.00% | 0.00% | 92 | ||||||||
| Easterly Income Opportunities Fund | Multisector Bonds | Aug 20, 2018 | 1.48% | 0.37% | — | 5.03% | 79 |
Explore top James Alpha Advisors Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best James Alpha Advisors Mutual funds by Risk/Return Score
The top James Alpha Advisors Mutual funds by PortfoliosLab Risk/Return Score are JDIEX (92) and JSVIX (79).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Easterly Hedged Equity Fund | 92 | — | Jul 2015 | |
| Easterly Income Opportunities Fund | 79 | — | Aug 2018 | |
| Easterly Global Real Estate Fund | 5 | — | Oct 2009 |
Best-Performing James Alpha Advisors Mutual funds Over 5 Years
The top James Alpha Advisors Mutual funds is JDIEX (10.85%).
Across the lineup, James Alpha Advisors Mutual funds show an average 1-year return of 9.56% and an average 5-year return of 4.48%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Easterly Hedged Equity Fund | 10.85% | — | Jul 2015 | |
| Easterly Income Opportunities Fund | 3.28% | — | Aug 2018 | |
| Easterly Global Real Estate Fund | -0.69% | — | Oct 2009 |
Lowest-Cost James Alpha Advisors Mutual funds
The top James Alpha Advisors Mutual funds is JDIEX (1.26%).
With an average expense ratio of 1.37%, James Alpha Advisors Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Easterly Hedged Equity Fund | 1.26% | — | Jul 2015 | |
| Easterly Global Real Estate Fund | 1.36% | — | Oct 2009 | |
| Easterly Income Opportunities Fund | 1.48% | — | Aug 2018 |
Highest-Yield James Alpha Advisors Mutual funds
The top James Alpha Advisors Mutual funds is JSVIX (5.03%).
Across the lineup, James Alpha Advisors Mutual funds show an average dividend yield of 2.68%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Easterly Income Opportunities Fund | 5.03% | — | Aug 2018 | |
| Easterly Global Real Estate Fund | 3.00% | — | Oct 2009 | |
| Easterly Hedged Equity Fund | 0.00% | — | Jul 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.