Morningstar

SA U.S. Small Company Fund SAUMX

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

Strategy

The investment seeks to achieve long-term capital appreciation. The fund is designed to purchase a broad and diverse group of readily marketable equity securities of small cap companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It normally will invest at least 80% of its net assets in securities of U.S. small cap companies. The fund may lend its portfolio securities to generate additional income.

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
SAUMX	SA U.S. Small Company Fund	Institutional	Open			Aug 5, 1999	$323.74M	0.890%	Below Average	$100,000	−$35.06M

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