Sa Worldwide Mutual Fund Money Managers
| SAWMX Fund | USD 11.66 0.04 0.34% |
Break down of Sa Worldwide's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Sa Worldwide's future under-performance.
SAWMX |
| Symbol | SAWMX |
| Name | Sa Worldwide Moderate |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Sa Worldwide Moderate Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Sa Worldwide Net Asset Comparison
Sa Worldwide Moderate is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of World Allocation category is currently estimated at about 414.18 Million. Sa Worldwide holds roughly 36.98 Million in net asset claiming about 9% of World Allocation category.
Sa Worldwide Moderate Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Sa Worldwide Moderate Price Series Summation is a cross summation of Sa Worldwide price series and its benchmark/peer.
About Sa Worldwide Management Performance
The success or failure of an entity such as Sa Worldwide Moderate often depends on how effective the management is. Sa Worldwide management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of SAWMX management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the SAWMX management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund adviser currently expects to invests approximately 70 percent of its assets in equity investments and approximately 30 percent of its assets in fixed income investments as represented by the holdings of the underlying SA funds in which the fund invests. Actual allocations to fixed income investments or equity investments can deviate by up to 10. It will normally invest at least 25 percent of its total assets in equity and fixed income investments issued by foreign companies and governments.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in SAWMX Mutual Fund
Sa Worldwide financial ratios help investors to determine whether SAWMX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SAWMX with respect to the benefits of owning Sa Worldwide security.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| CEOs Directory Screen CEOs from public companies around the world |