SA Real Estate Securities Investor (SAREX)

Morningstar®
NAV: $0.00
1 Month Total Return: 4.34%
As of 7:06 p.m. EDT on 8/14/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $160.85 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      4.34%
    • Expense Ratio
      0.95%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.28%
    • Turnover
      6.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-12.04%1Mth6.34%1Yr-8.04%3Yr2.49%5Yr3.81%10Yr8.71%
    % Rank in CatYTD521Mth911Yr583Yr375Yr4110Yr52
    # of Funds in CatYTD2471Mth2491Yr2473Yr2155Yr19010Yr134
  • Fund information

    Name of Issuer

    SA Funds

    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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