Morningstar

SA U.S. Core Market Fund SAMKX

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

Strategy

The investment seeks long-term capital appreciation. The fund is designed to purchase a broad and diverse group of readily marketable equity securities listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It will invest at least 80% of its net assets in U.S. securities. The fund may also invest up to 5% of its total assets in the U.S. Micro Cap Portfolio, a portfolio of DFA Investment Dimensions Group Inc., a separate registered investment company.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SAMKX	SA U.S. Core Market Fund	Institutional	Open			Aug 5, 1999	$741.48M	0.690%	Average	$100,000	−$71.41M

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