3 / 5 Stars
3 4 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#17 in Real Estate
U.S. News evaluated 75 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 16.10 percent over the past year, 15.93 percent over the past three years, and 4.79 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||7.7%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||4.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund pursues its goal by concentrating investments in readily marketable equity securities of companies the principal activities of which include development, ownership, construction, management or sale of residential, commercial or industrial real estate. As a non-fundamental policy, under normal circumstances, at least 80% of the fund's net assets will be invested in securities of companies in the real estate industry. It intends to invest only in equity REITs and hybrid REITs.
Fees are High compared to funds in the same category.
SA Real Estate Securities Fund has an expense ratio of 1.00 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.