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SA U.S. Small Company Fund (SAUMX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

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% of its net assets in securities of U.S. small cap companies. The fund may lend its portfolio securities to generate additional income.

Looking to diversify beyond SAUMX? The mutual funds below have the lowest correlation with SAUMX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from SAUMX.

Best Diversifiers for SAUMX

1 mutual funds have low correlation with SAUMX (below 0.3), 0 of which are negatively correlated. The least correlated is SA Emerging Markets Value Fund (SAEMX) (Emerging Markets Diversified) with a 1Y correlation of 0.13, down from 0.26 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SAEMX
SA Emerging Markets Value Fund0.130.240.26
90
Emerging Markets DiversifiedSAUMX vs SAEMX
SAXIX
SA Global Fixed Income Fund0.300.210.10
67
Global BondsSAUMX vs SAXIX
SAUFX
SA U.S. Fixed Income Fund0.380.220.12
93
Ultrashort BondSAUMX vs SAUFX
SAHMX
SA International Value Fund0.440.460.53
88
Foreign Large Cap EquitiesSAUMX vs SAHMX
AUERX
Auer Growth Fund0.650.720.79
83
Small Cap Blend EquitiesSAUMX vs AUERX
See all 38 diversifiers for SAUMX

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