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Morningstar

SA Mutual Funds

View all of SA’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

SA Funds List

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
SA US Small CompanySAUMXSmall Blend2.38%380.900%Below AverageInstitutional$100,000
SA Worldwide Moderate GrowthSAWMXGlobal Allocation4.73%180.720%Below AverageNo Load$5,000
SA Emerging Markets ValueSAEMXDiversified Emerging Mkts5.89%381.040%AverageInstitutional$100,000
SA Global Fixed IncomeSAXIXGlobal Bond-USD Hedged1.60%90.520%Below AverageInstitutional$100,000
SA International Small CompanySAISXForeign Small/Mid Blend2.65%380.930%Below AverageInstitutional$100,000
SA International ValueSAHMXForeign Large Value6.84%170.920%Above AverageInstitutional$100,000
SA Real Estate SecuritiesSAREXReal Estate−6.96%670.760%Below AverageInstitutional$100,000
SA US Core MarketSAMKXLarge Blend7.71%460.680%AverageInstitutional$100,000
SA US ValueSABTXLarge Value5.95%260.760%Above AverageInstitutional$100,000
SA US Fixed IncomeSAUFXUltrashort Bond1.54%800.400%Above AverageInstitutional$100,000

SA Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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