SA Real Estate Securities FundSAREX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$117.1M
Expense ratio
0.77%
1-year return
+1.7%
3 years, a year
+5.8%
5 years, a year
+3.2%
Holdings
128
What it aims to do.
The Funds goal is to achieve long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc | 7.69% |
| PLD Prologis Inc | 6.90% |
| EQIX Equinix Inc | 5.21% |
| DLR Digital Realty Trust Inc | 4.76% |
| SPG Simon Property Group Inc | 4.57% |
| AMT American Tower Corp | 4.50% |
| O Realty Income Corp | 4.43% |
| PSA Public Storage | 3.60% |
| VTR Ventas Inc | 3.25% |
| CCI Crown Castle Inc | 2.96% |
More on SAREX.
- SAREX overview
- SAREX holdings
- SAREX risk
- SAREX costs
- SAREX money in and out
- SAREX share classes
- Compare SAREX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.