Morningstar

SA Worldwide Moderate Growth Fund SAWMX

Morningstar Medalist Rating
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Medalist Rating as of See SA Investment Hub
  • NAV / 1-Day Return $14.15  /  −0.28 %
  • Fund Size $22.5M
  • Adjusted Expense Ratio 0.710%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) High/Limited
  • Investment Status Open
  • TTM Yield 2.35%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis SAWMX

Will SAWMX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SA Worldwide Moderate Growth holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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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

20.13 5M
—

SA US Value

16.74 4M
—

SA US Core Market

16.70 4M
—

SA Global Fixed Income

15.05 3M
—

SA US Fixed Income

15.04 3M
—

SA Emerging Markets Value

6.72 2M
—

SA US Small Company

6.69 1M
—

SA Real Estate Securities

2.92 653,951
—

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