3 / 5 Stars
3 3 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#22 in Real Estate
U.S. News evaluated 72 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 5.36 percent over the past year, 8.67 percent over the past three years, and 28.25 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||9.2%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund pursues its goal by generally investing in readily marketable equity securities of companies the principal activities of which include ownership, management, development, construction 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. The fund intends to invest only in equity REITs and hybrid REITs.
Fees are Above Average compared to funds in the same category.
SA Real Estate Securities Fund has an expense ratio of 1.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.