SA Real Estate Securities Fund
SAREX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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90-Day Total Return
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Forward Dividend Yield
Price
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52-Week Low
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NAV
1-Month Low
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52-Week High
Company Information
Provider
SA Funds
Manager/Tenure
(Years)
(Years)
Jed S. Fogdall (12), John A. Hertzer (3), Allen Pu (0)
Website
Address
SA Funds
San Jose CA - 95128
San Jose CA - 95128
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term capital appreciation. The fund is designed to purchase 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 advisor may lend its portfolio securities to generate additional income.