Janus Henderson Global Real Estate Fund (JERSX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.05: the stock has moved about 5% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerJanus Henderson Global Real Estate Fund (JERSX) trades at $12.24. Janus Henderson Global Real Estate Fund invests in equity securities of real estate-related companies. Sector: Real estate.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for JERSX: JERSX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Janus Henderson Global Real Estate Fund (JERSX) Real Estate Portfolio & Strategy
Janus Henderson Global Real Estate Fund (JERSX) is a real estate fund with a focus on equity securities, including REITs and similar entities, within the global real estate industry. With a beta of 1.05, the fund seeks to provide investors exposure to the real estate market.
What Is the Investment Thesis for JERSX?
Janus Henderson Global Real Estate Fund (JERSX) presents an investment opportunity for those seeking exposure to the global real estate market through equity securities. With a market capitalization of $0.35 billion, the fund's performance is closely tied to the overall health and growth of the real estate sector. Key value drivers include the fund's ability to identify and invest in high-performing REITs and real estate operating companies. Growth catalysts include increasing urbanization, demographic shifts, and evolving real estate trends. Potential risks include interest rate fluctuations, economic downturns impacting property values, and regulatory changes affecting the real estate industry. Investors should monitor the fund's asset allocation, expense ratio, and performance relative to its benchmark to assess its suitability for their investment objectives.
Based on FMP financials and quantitative analysis
JERSX Key Highlights
The fund invests at least 80% of its net assets in equity securities of real estate-related companies.
- The fund's investments include common stocks, preferred stocks, and REITs.
- The fund provides exposure to the global real estate market.
- The fund's market cap is $0.35B.
- The fund has a beta of 1.05.
Who Are JERSX's Competitors?
JERSX is benchmarked below against 5 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| FIREX Fidelity International Real Estate Fund | $9.32 | +0.98% | $287M | — |
| GURAX NAA Risk Managed Real Estate Fund Class A | $33.61 | +0.69% | $180M | — |
| GURPX NAA Risk Managed Real Estate Fund | $31.34 | +0.77% | $212M | — |
| NREAX Neuberger Berman Real Estate Fund | $14.11 | +1.00% | $559M | — |
| BEEP Mobile Infrastructure Corporation | $2.79 | -2.11% | $117M | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JERSX's Key Strengths?
Diversified portfolio of real estate-related equity securities.
- Experienced investment team with expertise in the real estate sector.
- Access to global real estate markets and investment opportunities.
- Established track record of investment performance.
What Are JERSX's Weaknesses?
Sensitivity to interest rate fluctuations and economic cycles.
- Dependence on the performance of the real estate sector.
- Potential for liquidity constraints in certain market conditions.
- Exposure to regulatory changes affecting the real estate industry.
What Are the Key Risks for JERSX?
Economic downturns impacting property values and rental rates.
- Rising interest rates increasing borrowing costs for real estate companies.
- Regulatory changes affecting the real estate industry.
- Increased competition from other real estate funds and investment options.
What Are JERSX's Competitive Advantages?
- Access to a diversified portfolio of real estate-related equity securities.
- Expertise in identifying and investing in high-performing REITs and real estate operating companies.
- Established relationships with real estate industry participants and market insights.
What Does JERSX Do?
Janus Henderson Global Real Estate Fund (JERSX) is designed to provide investors access to the global real estate market through investments in equity securities of real estate-related companies. The fund strategically allocates at least 80% of its net assets, plus any borrowings for investment purposes, into companies operating within the real estate industry or related sectors. These investments span across various equity securities, including common stocks, preferred stocks, and other equity instruments, with a particular emphasis on Real Estate Investment Trusts (REITs) and similar REIT-like entities, including foreign entities exhibiting REIT characteristics and real estate operating companies. The fund's investment approach aims to capture the potential returns from the real estate sector while adhering to its stated investment objective. The fund operates under the Janus Henderson Investors umbrella, a global asset manager with a long history of providing investment solutions to institutions, financial advisors and individual investors. The fund's focus on real estate-related equities allows investors to gain exposure to the real estate market without directly owning physical properties, offering diversification and liquidity benefits.
What Products and Services Does JERSX Offer?
- Invests in equity securities of real estate-related companies.
- Focuses on companies in the real estate industry and related sectors.
- Invests in common stocks, preferred stocks, and other equity securities.
- Includes REITs and similar REIT-like entities in its portfolio.
- Targets foreign entities with REIT characteristics.
- Invests in real estate operating companies.
How Does JERSX Make Money?
- Generates income through investments in real estate-related equity securities.
- Focuses on REITs and similar entities to capture real estate market returns.
- Actively manages its portfolio to optimize investment performance.
What Industry Does JERSX Operate In?
Janus Henderson Global Real Estate Fund operates within the real estate industry, which is influenced by macroeconomic factors, interest rates, and demographic trends. The fund competes with other real estate funds, including FIREX, GURAX, GURIX, GURPX, and NREAX, each with its own investment strategy and focus. The real estate market is subject to cyclical fluctuations, and the fund's performance is correlated with the overall health of the real estate sector. The increasing demand for housing and commercial properties, coupled with urbanization trends, drives growth in the real estate market.
Who Are JERSX's Key Customers?
- Institutional investors seeking exposure to the global real estate market.
- Financial advisors looking for real estate investment options for their clients.
- Individual investors interested in diversifying their portfolios with real estate assets.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 50 |
| 2026-08-31 | 50 |
| 2026-09-08 | 50 |
| 2026-09-16 | 50 |
| 2026-09-24 | 50 |
| 2026-10-04 | 50 |
| 2026-10-06 | 50 |
What changed?
The score has stayed at 50.
Over the same 30 days the stock moved -6.4%.
JERSX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio of real estate-related equity securities.
- Experienced investment team with expertise in the real estate sector.
- Access to global real estate markets and investment opportunities.
- Established track record of investment performance.
Bear Case
- Sensitivity to interest rate fluctuations and economic cycles.
- Dependence on the performance of the real estate sector.
- Potential for liquidity constraints in certain market conditions.
- Exposure to regulatory changes affecting the real estate industry.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
JERSX Latest News
No recent news available for JERSX.
JERSX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for JERSX.
Price Targets
Wall Street price target analysis for JERSX.
JERSX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for JERSX; grades run from A+ (80-100) to F (below 30).
Janus Henderson Global Real Estate Fund ADR Information Sponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. JERSX, as an ADR Level 2, allows U.S. investors to invest in Janus Henderson Global Real Estate Fund, which is based in Denver, without the complexities of cross-border transactions. ADRs simplify trading, reduce transaction costs, and provide access to international markets.
- Home Market Ticker: Primary stock exchange and country: OTC, US
- ADR Level: 2
- ADR Ratio: 1:1
Common Questions About JERSX (Real Estate)
How does Janus Henderson Global Real Estate Fund compare to competitors in its industry?
Janus Henderson Global Real Estate Fund competes with other real estate funds such as FIREX, GURAX, GURIX, GURPX, and NREAX. Each fund has its own investment strategy and focus.
What are the key financial metrics investors watch for JERSX?
Key financial metrics for JERSX include its market capitalization, which is $0.35 billion, and its beta, which is 1.05. Investors also monitor the fund's asset allocation, expense ratio, and performance relative to its benchmark. The fund's dividend yield is currently none, as it does not distribute dividends.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.