SABTX – Fund Analysis – SA US Value | Morningstar

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Will SABTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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.

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Morningstar Manager Research

Summary

A sound investment process and strong management team underpin SA US Value's Morningstar Medalist Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Apr 30, 2023 Published on Apr 30, 2023

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