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SAWMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

SA Worldwide Moderate Growth (SAWMX) Ownership - Who owns SA Worldwide Moderate Growth?

The investment seeks long-term capital appreciation and current income with a greater emphasis on long-term capital appreciation... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SAWMX

Net Assets

22.5M

Fund Existence

about 10 years

Turnover

11.00

Total Expense Ratio

0.71

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.57

Assets in Top Ten Holdings

22.5M

Average Credit Quality

Average Effective Duration

3.00

Average Effective Maturity

4.18

Fund of Funds

Yes

Fund Share Class Net Assets

22.5M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

3.16

No Load Fund

Yes

Number of Long Holdings

8.00

Number of Net Holdings

8.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.71

Weighting Top Ten Holdings

100.00%

Gain YTD

13.580

Annual Yield % from dividends

2.89

Returns for 1 year

9.87

Returns for 3 years

30.75

Returns for 5 years

41.50

Returns for 10 years

64.58

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details