SA Real Estate Securities Investor (SAREX)

Morningstar®
NAV: $ -0.06
1 Month Total Return: 3.32%
As of 7:05 p.m. EST on 1/28/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $202.21 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      3.64%
    • Expense Ratio
      0.95%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.14%
    • Turnover
      6.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.08%1Mth2.85%1Yr20.76%3Yr9.15%5Yr5.61%10Yr11.98%
    % Rank in CatYTD361Mth331Yr523Yr435Yr4910Yr52
    # of Funds in CatYTD2691Mth2691Yr2563Yr2215Yr19710Yr136
  • 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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