SA Real Estate Securities Investor (SAREX)

Morningstar®
NAV: $ -0.11
1 Month Total Return: 0.56%
As of 7:05 p.m. EDT on 6/1/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $164.95 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      10.53%
    • Expense Ratio
      0.95%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.34%
    • Turnover
      6.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-13.99%1Mth11.95%1Yr-5.84%3Yr1.89%5Yr3.99%10Yr9.24%
    % Rank in CatYTD281Mth681Yr423Yr315Yr3210Yr48
    # of Funds in CatYTD2501Mth2521Yr2453Yr2245Yr19910Yr136
  • Fund information

    Name of Issuer

    SA Funds
    www.sa-funds.net

    Fund Inception

    4/2/2007

    Fund Managers

    • Jed Fogdall
    • Lukas Smart
    • Joel Schneider

    Primary Perspective Benchmark

    • DJ US Select REIT TR USD
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