Nasdaq - Delayed Quote USD

SEI Real Estate Y (SIMT) (SREYX)

17.48 +0.13 (+0.75%)
At close: 8:01 PM EST
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DELL
  • Previous Close 17.35
  • YTD Return 13.52%
  • Expense Ratio 0.89%
  • Category Real Estate
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 75.22M
  • Beta (5Y Monthly) 1.16
  • Yield 1.90%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.24
  • Inception Date Dec 31, 2014

Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of real estate companies (e.g., common stocks, rights, warrants, exchange-traded funds (ETFs), convertible securities and preferred stocks of real estate investment trusts (REITs) and real estate operating companies (REOCs)). Generally, it will invest in real estate companies operating in the United States.

SEI

Fund Family

Real Estate

Fund Category

75.22M

Net Assets

2014-12-31

Inception Date

Performance Overview: SREYX

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Trailing returns as of 11/19/2024. Category is Real Estate.

YTD Return

SREYX
13.52%
Category
20.43%
?

1-Year Return

SREYX
38.83%
Category
36.79%
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3-Year Return

SREYX
1.82%
Category
10.81%
?

5-Year Return

SREYX
5.97%
Category
7.03%
?

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Holdings: SREYX

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Top 10 Holdings (52.92% of Total Assets)

SymbolCompany% Assets
EQIX
Equinix, Inc. 9.79%
PLD
Prologis, Inc. 7.48%
DLR
Digital Realty Trust, Inc. 6.20%
WELL
Welltower Inc. 4.80%
VTR
Ventas, Inc. 4.50%
EXR
Extra Space Storage Inc. 4.27%
SPG
Simon Property Group, Inc. 4.24%
EQR
Equity Residential 4.06%
UDR
UDR, Inc. 3.87%
INVH
Invitation Homes Inc. 3.71%

Sector Weightings

Recent News: SREYX

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Research Reports: SREYX

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