SA U.S. Small Company FundSAUMX

MUTUAL FUNDFocus
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$314.6M
Expense ratio
0.89%
1-year return
+20.6%
3 years, a year
+12.2%
5 years, a year
+6.5%
Holdings
1,541

What it aims to do.

The Funds goal is to achieve long-term capital appreciation.

Top 10 holdings.

Holding% of fund
CIEN Ciena Corp0.73%
ATI ATI Inc0.63%
THC Tenet Healthcare Corp0.55%
CASY Casey's General Stores Inc0.52%
UTHR United Therapeutics Corp0.50%
CRS Carpenter Technology Corp0.49%
JOBY Fabrinet0.48%
MTZ MasTec Inc0.48%
NYT New York Times Co/The0.46%
WWD Woodward Inc0.46%

More on SAUMX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.