Morningstar

SA U.S. Value Fund SABTX

Medalist Rating as of Aug 31, 2026 See SA Investment Hub

Will SABTX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SABTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SABTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of SABTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

A potent large-value portfolio. DFA US Large Cap Value Portfolio has a deeper value orientation than the Russell 1000 Value Index and tends to be riskier. It should reward investors who can weather its volatility.

by Daniel Sotiroff

Rated on Aug 31, 2026 Published on Sep 29, 2026

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