A sound investment process and strong management team underpin SA US Value Investor's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 19.20 / 0.47 %
- Total Assets 551.6 Mil
Adj. Expense Ratio
- Expense Ratio 0.730%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.75%
- Turnover 10%
Morningstar’s Analysis SABTX
Will SABTX outperform in future?
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