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SA US Small Company

SAUMX
18.90
-0.21
-1.10%
2/11/2016
5 Years
  • Previous Close

    19.11

  • Net Assets

    317.68M

  • Yield

    0.39%

  • Front load

    None

  • Expenses

    1.20%

  • Category

    Small Blend

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

SA Funds

Fund Style

Open

Fund Manager

Jed Fogdall

Investment Style

Small Blend

The investment seeks to achieve long-term capital appreciation. The fund pursues its goal by generally investing in a broad and diverse group of readily marketable equity securities of small cap companies traded on a principal U.S. exchange or on the over-the-counter market in the United States. 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.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP NA

Inception

8/5/1999

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