Morningstar

SA U.S. Small Company Fund SAUMX

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

Will SAUMX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAUMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SAUMX 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 SAUMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Compelling quantitative small-cap strategy. DFA US Small Cap and Dimensional US Small Company diversify broadly and take measures to control trading costs that should give investors a better shake than most in the riskier small-cap segment.

by Zachary Evens

Rated on Aug 31, 2026 Published on Sep 29, 2026

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