SA Real Estate Securities Investor (SAREX)

Morningstar®
NAV: $ -0.18
1 Month Total Return: -0.54%
As of 7:05 p.m. EDT on 10/20/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $155.91 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      0.27%
    • Expense Ratio
      0.95%
    • 30-Day SEC Yield
      N/A
    • TTM Yield
      1.31%
    • Turnover
      3.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-12.64%1Mth0.65%1Yr-13.21%3Yr1.37%5Yr3.25%10Yr7.32%
    % Rank in CatYTD551Mth701Yr543Yr445Yr4410Yr54
    # of Funds in CatYTD2521Mth2541Yr2523Yr2245Yr19810Yr141
  • 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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