Morningstar

SA Global Fixed Income Fund SAXIX

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

Strategy

The investment seeks to maximize total return available from a universe of higher-quality fixed income investments maturing in one to ten years from the date of settlement. The fund primarily invests in fixed income securities that mature between one and ten years from the date of settlement. It has a non-fundamental investment policy that, under normal circumstances, the fund will invest at least 80% of its net assets in fixed income securities.

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
SAXIX	SA Global Fixed Income Fund	Institutional	Open			Jul 29, 1999	$532.25M	0.510%	Below Average	$100,000	−$16.54M

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