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SREYX SEI Real Estate Y (SIMT)

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Fund SREYX SEI Real Estate Y (SIMT) KBWY PowerShares KBW Premium Yld Eq REIT ETF FRESX Fidelity® Real Estate Investment Port  
100% 90% 95%
Annual Fees
(0.89% Exp. Ratio)
(0.35% Exp. Ratio)
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$39,333.44 $46,297.41 $40,664.40
Est. savings over 30 yrs +$6,963.97 +$1,330.96
As of 12/31/16
1 YR RETURN 6.93%
3 YR 13.32%
5 YR 11.20%
10 YR 3.73%
1 YR RETURN 33.05%
3 YR 14.81%
5 YR 16.60%
10 YR --
1 YR RETURN 7.77%
3 YR 14.11%
5 YR 12.23%
10 YR 4.92%
The investment seeks total return, including current income and capital appreciation. Under normal circumstances, the Real Estate 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. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Premium Yield Equity REIT Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of small- and mid-cap equity REITs in the United States that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index.
The investment seeks above-average income and long-term capital growth, consistent with reasonable investment risk. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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