Overall Morningstar rating as of November 30, 2023. Based on risk-adjusted returns. Category: Global Real Estate out of 182 funds.
Overall Morningstar rating as of November 30, 2023. Based on risk-adjusted returns. Category: Multisector Bond out of 326 funds.
Overall Morningstar rating as of November 30, 2023. Based on risk-adjusted returns. Category: Options Trading out of 169 funds.
The Easterly Hedged Equity Fund (JDIEX) returned -1.19% vs -3.27% for the S&P 500 in Q3. YTD , the fund has a 7.61% return vs. 13.07% in the S&P. While volatility levels had been dropping for most of the year on more optimistic inflation, the Fed, economic growth scenarios and recent yield curve shifts, have called into question whether that is durable.Learn More
Income Opportunities Fund: Spotlight on Portfolio Managers Jay Menozzi & Boris PeresechenskyLearn More
The thoughts and opinions expressed in the articles are solely those of the author. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.