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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 969 | 1053 | 1036 | 1098 | 1196 | 1754 |
Fund Return | -3.07% | 5.34% | 3.56% | 3.17% | 3.65% | 5.78% |
Place in category | 169 | 140 | 153 | 136 | 153 | 95 |
% in Category | 60 | 56 | 56 | 54 | 67 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 714.37M | 19.82 | 8.26 | 12.16 | ||
SA US Value | 586.62M | 13.69 | 7.08 | 8.35 | ||
SA International Value | 535.65M | 8.11 | 6.25 | 4.73 | ||
SA US Small Company | 339.75M | 10.00 | 4.23 | 8.30 | ||
SA International Small Company | 245.35M | -0.65 | 0.89 | 3.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 21.53B | 9.73 | -0.95 | 5.94 | ||
Vanguard REIT Index I | 10.44B | 9.73 | -0.93 | 5.96 | ||
Vanguard Real Estate II Index Fund | 9.7B | 9.79 | -0.91 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 12.96 | 1.22 | 7.79 | ||
DFA Real Estate Securities I | 7.61B | 10.55 | -0.06 | 6.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 9.99 | 115.80 | +1.61% | |
American Tower | US03027X1000 | 7.63 | 204.31 | +0.74% | |
Equinix | US29444U7000 | 6.89 | 936.37 | +1.38% | |
Welltower | US95040Q1040 | 4.22 | 137.91 | +0.02% | |
Simon Property | US8288061091 | 3.98 | 181.14 | -0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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