Skip to Content

SA US Small Company Investor SAUMX

Quantitative rating as of
NAV / 1-Day Return
24.53  /  1.01 %
Total Assets
307.9 Mil
Adj. Expense Ratio
1.090%
Expense Ratio
0.870%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.21%
Turnover
7%

Morningstar’s Analysis SAUMX

Will SAUMX outperform in future?

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

Summary

|

SA US Small Company Investor's recent fee cut underpins an upgrade to this strategy's Morningstar Quantitative Rating to Silver from Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor