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SA US Fixed Income Investor SAUFX

Quantitative rating as of
  • NAV / 1-Day Return 9.44  /  0.00
  • Total Assets 428.0 Mil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.400%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.26%
  • Effective Duration 1.13 years

Morningstar’s Analysis SAUFX

Will SAUFX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit SA US Fixed Income Investor to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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