Finsyn Logo White

The Blog

Weekly insights on the markets, economy, and financial planning

Real Estate Fund Swap

Real Estate

Yesterday we sold our long-term real estate holding, JP Morgan U.S. Real Estate (SUIEX) in all of our clients’ accounts. We’ve replaced it with Cohen & Steers Institutional Realty Shares (CSRIX). Since we first bought the JP Morgan fund in 2000 …

Download Your Free Guide

Fill out the form below for instant access