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SA Real Estate Securities Investor SAREX

Quantitative rating as of
NAV / 1-Day Return
11.41  /  0.79 %
Total Assets
131.3 Mil
Adj. Expense Ratio
0.950%
Expense Ratio
0.750%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Real Estate
Investment Style
Mid Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.97%
Turnover
2%

Morningstar’s Analysis SAREX

Will SAREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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SA Real Estate Securities Investor's recent fee cut leads to an upgrade to this strategy's Morningstar Quantitative Rating to Silver from Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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