Sa Worldwide Moderate Fund Quote
| SAWMX Fund | USD 12.50 0.05 0.40% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Sa Worldwide is trading at 12.50 as of the 2nd of December 2024; that is 0.40 percent increase since the beginning of the trading day. The fund's open price was 12.45. Sa Worldwide has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Sa Worldwide Moderate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2023 and ending today, the 2nd of December 2024. Click here to learn more.
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. More on Sa Worldwide Moderate
Moving together with SAWMX Mutual Fund
SAWMX Mutual Fund Highlights
| Fund Concentration | SA Funds, Large Value Funds, World Allocation Funds, World Allocation, SA Funds, Large Value, World Allocation (View all Sectors) |
| Update Date | 31st of December 2024 |
Sa Worldwide Moderate [SAWMX] is traded in USA and was established 2nd of December 2024. Sa Worldwide is listed under SA Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of SA Funds family. This fund at this time has accumulated 36.98 M in assets with minimum initial investment of 5 K. Sa Worldwide Moderate is currently producing year-to-date (YTD) return of 13.64% with the current yeild of 0.02%, while the total return for the last 3 years was 6.38%.
Check Sa Worldwide 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 SAWMX 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 SAWMX 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 Worldwide Moderate 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 Worldwide Moderate Mutual Fund Constituents
Sa Worldwide Moderate Risk Profiles
| Mean Deviation | 0.3381 | |||
| Semi Deviation | 0.3059 | |||
| Standard Deviation | 0.4258 | |||
| Variance | 0.1813 |
Sa Worldwide Against Markets
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |