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SAWMX
Mutual Fund ticker: NASDAQ
AS OF
Jul 9 closing price
Price
$12.37
Change
+$0.04 (+0.32%)
Net Assets
21.26M

SAWMX price forecast, quote, news & analysis

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

A.I.Advisor
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation and current income with a greater emphasis on long-term capital appreciation. The fund adviser currently expects to invests approximately 70% of its assets in equity investments and approximately 30% of its assets in fixed income investments as represented by the holdings of the underlying SA funds in which the fund invests. Actual allocations to fixed income investments or equity investments can deviate by up to 10%. It will normally invest at least 25% of its total assets in equity and fixed income investments issued by foreign companies and governments.
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderate Allocation
Address
SA Funds Investment Trust3055 Olin Avenue Suite 2000San Jose
Phone
N/A
Web
www.sa-funds.net.