Back to top
Home>Fund Pages>LWI Financial Inc >SA Real Estate Securities Fund

SA Real Estate Securities Fund

SA Real Estate Securities Fund

Profile

Data Providers

Overview

  • category
    Real Estate Funds
  • management type
    Active
  • total assets
    $171.0M
Read description

Advisors Using This Fund

  • Larry R Frank Sr
    Roseville, CA
    <$1M in this fund
  • Add me to this fund
    Modify fund usage

Assets

Net Assets

Total Net Assets

$171.0M

(Through Dec 2016)
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$14.64M

(Through Dec 2016)
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio

1.00%

There is no Fee data available to display at this time.

Turnover

turnover

N/A

There is no Turnover data available to display at this time.

Performance

Growth of 10k

1 Year Return

14.31%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund

Managers

Current Fund Managers

  • Henry F. Gray

    01-01-2012 - present
  • Joseph H. Chi

    01-01-2012 - present
  • Jed S. Fogdall

    01-01-2012 - present
  • Bhanu Singh

    01-01-2014 - present