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Morningstar

SA Worldwide Moderate Growth SAWMX

Morningstar Medalist Rating
Medalist Rating as of | See SA Investment Hub
  • NAV / 1-Day Return 11.44  /  0.00
  • Total Assets 22.1 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Status Open
  • TTM Yield 1.73%
  • Turnover 115%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:41 PM GMT+0

Morningstar’s Analysis SAWMX

Will SAWMX outperform in future?

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

  • Process Pillar

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

  • People Pillar

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

Weakness in SA Worldwide Moderate Growth's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SAWMX

More SAWMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SA International Value

20.62 4.6 Mil
—

SA US Value

17.59 4.0 Mil
—

SA US Core Market

17.18 3.9 Mil
—

SA Global Fixed Income

15.15 3.4 Mil
—

SA US Fixed Income

12.73 2.9 Mil
—

SA US Small Company

6.95 1.6 Mil
—

SA Emerging Markets Value

6.75 1.5 Mil
—

SA Real Estate Securities

3.03 681,770
—