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SA US Value Investor SABTX

Quantitative rating as of
  • NAV / 1-Day Return 19.20  /  0.47 %
  • Total Assets 551.6 Mil
  • Adj. Expense Ratio
    0.940%
  • 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?

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

Summary

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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.

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