Sa Small Company Fund Quote
| SAUMX Fund | USD 31.97 0.08 0.25% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Sa Us is trading at 31.97 as of the 2nd of December 2024; that is 0.25 percent increase since the beginning of the trading day. The fund's open price was 31.89. Sa Us has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Sa Small Company are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund is designed to purchase a broad and diverse group of readily marketable equity securities of small cap companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It normally will invest at least 80 percent of its net assets in securities of U.S. More on Sa Small Company
Moving together with SAUMX Mutual Fund
Moving against SAUMX Mutual Fund
SAUMX Mutual Fund Highlights
| Fund Concentration | SA Funds, Large Funds, Small Blend Funds, Small Blend, SA Funds, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Sa Small Company [SAUMX] is traded in USA and was established 2nd of December 2024. Sa Us is listed under SA Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of SA Funds family. This fund at this time has accumulated 449.77 M in assets with no minimum investment requirementsSa Small is currently producing year-to-date (YTD) return of 19.58% with the current yeild of 0.0%, while the total return for the last 3 years was 5.89%.
Check Sa Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SAUMX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SAUMX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sa Small Company Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sa Small Company Mutual Fund Constituents
| GNRC | Generac Holdings | Stock | Industrials | |
| CHE | Chemed Corp | Stock | Health Care | |
| ALE | Allete Inc | Stock | Utilities | |
| AVA | Avista | Stock | Utilities | |
| CROX | Crocs Inc | Stock | Consumer Discretionary | |
| CIEN | Ciena Corp | Stock | Information Technology | |
| NXST | Nexstar Broadcasting Group | Stock | Communication Services | |
| AIT | Applied Industrial Technologies | Stock | Industrials |
Sa Small Risk Profiles
| Mean Deviation | 0.7927 | |||
| Semi Deviation | 0.7432 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.28 |
Sa Us Against Markets
Other Information on Investing in SAUMX Mutual Fund
Sa Us financial ratios help investors to determine whether SAUMX 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 SAUMX with respect to the benefits of owning Sa Us security.
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