The St. Joe Company

Frequently Asked Questions About JOE

What does JOE invest in?

The St. Joe Company, along with its affiliated entities, functions as a real estate development, asset management, and operational enterprise, primarily located in Northwest Florida. Its business activities are organized into three primary divisions: Residential, Hospitality, and Commercial. The Residential segment focuses on conceptualizing and constructing various-sized residential communities for either professional homebuilders or direct consumers. It mainly offers developed building lots and tracts of land, which may or may not be already entitled. Through its Hospitality segment, the company owns and operates diverse assets including an exclusive membership club, golf courses, beach facilities, retail outlets, marinas, and other entertainment venues. This division also manages hotels, food and beverage services, and beachfront vacation rentals, in addition to providing management services. The Commercial segment is involved in leasing various properties such as commercial spaces, multi-family units, a senior living community, and other assets. Furthermore, it undertakes the planning, development, entitlement, management, and sale of commercial land suitable for retail, office, hotel, senior living, multi-family, self-storage, and industrial applications. This segment also engages in the cultivation and sale of forestry products like pulpwood and sawtimber. A significant aspect of the company is its ownership of 170,000 acres of land throughout Northwest Florida. Founded in 1936, The St. Joe Company is headquartered in Panama City Beach, Florida.

What is the expense ratio of JOE?

An expense ratio for The St. Joe Company (JOE) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is JOE?

The St. Joe Company (JOE) manages $3.58B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is JOE actively managed or an index fund?

JOE's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was JOE launched?

The St. Joe Company (JOE) launched in March 1990 and is managed by the fund issuer.

How has JOE performed?

JOE's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.