SA Funds Mutual Funds List
Here you can find all mutual funds issued by SA Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 10
- Avg. Expense Ratio
- 0.72%
- Avg. 1 Year Return
- 21.34%
- Avg. 5 Year Return
- 7.90%
- Median Risk/Return Score
- 74 / 100
SA Funds Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SA Worldwide Moderate Growth Fund | Global Allocation | Jun 30, 2015 | 0.00% | 11.46% | 8.53% | 5.34% | 95 |
Explore top SA Funds Mutual Fund Categories and Asset Classes
SA Funds Equity Mutual fundsSA Funds Bond Mutual fundsSA Funds Multi-Asset Mutual fundsSA Funds Real Estate Mutual fundsSA Funds Emerging Markets Equities Mutual fundsSA Funds Foreign Large Cap Equities Mutual fundsSA Funds Foreign Small & Mid Cap Equities Mutual fundsSA Funds Global Allocation Mutual fundsSA Funds Global Bonds Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best SA Funds Mutual funds by Risk/Return Score
The top SA Funds Mutual funds by PortfoliosLab Risk/Return Score are SABTX (97) and SAHMX (96).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| SA U.S. Value Fund | 97 | — | Aug 1999 | |
| SA International Value Fund | 96 | — | Aug 1999 | |
| SA Worldwide Moderate Growth Fund | 95 | — | Jun 2015 | |
| SA U.S. Fixed Income Fund | 93 | — | Apr 2007 | |
| SA U.S. Small Company Fund | 76 | — | Aug 1999 |
Best-Performing SA Funds Mutual funds Over 5 Years
The top SA Funds Mutual funds is SAHMX (15.23%).
Across the lineup, SA Funds Mutual funds show an average 1-year return of 21.34% and an average 5-year return of 7.90%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| SA International Value Fund | 15.23% | — | Aug 1999 | |
| SA U.S. Value Fund | 11.87% | — | Aug 1999 | |
| SA U.S. Core Market Fund | 11.42% | — | Aug 1999 | |
| SA Emerging Markets Value Fund | 10.03% | — | Apr 2007 | |
| SA U.S. Small Company Fund | 8.98% | — | Aug 1999 |
Lowest-Cost SA Funds Mutual funds
The top SA Funds Mutual funds is SAUFX (0.40%).
With an average expense ratio of 0.72%, SA Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| SA U.S. Fixed Income Fund | 0.40% | — | Apr 2007 | |
| SA U.S. Core Market Fund | 0.67% | — | Aug 1999 | |
| SA Global Fixed Income Fund | 0.71% | — | Jul 1999 | |
| SA U.S. Value Fund | 0.73% | — | Aug 1999 | |
| SA International Small Company Fund | 0.74% | — | Aug 1999 |
Highest-Yield SA Funds Mutual funds
The top SA Funds Mutual funds is SAISX (5.42%).
Across the lineup, SA Funds Mutual funds show an average dividend yield of 3.44%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| SA International Small Company Fund | 5.42% | — | Aug 1999 | |
| SA Worldwide Moderate Growth Fund | 5.34% | — | Jun 2015 | |
| SA Global Fixed Income Fund | 4.78% | — | Jul 1999 | |
| SA International Value Fund | 4.60% | — | Aug 1999 | |
| SA U.S. Fixed Income Fund | 4.23% | — | Apr 2007 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.