SA Worldwide Moderate Growth FundSAWMX
Type
Mutual fund
Peer group
Allocation
Net assets
$22.6M
Expense ratio
0.71%
1-year return
+17.6%
3 years, a year
+13.2%
5 years, a year
+8.0%
Holdings
8
What it aims to do.
The Funds goal is long-term capital appreciation and current income with a greater emphasis on long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SA International Value Fund | 20.21% |
| SA US Value Fund | 17.01% |
| SA US Core Market Fund | 16.52% |
| SA US Fixed Income Fund | 15.04% |
| SA Global Fixed Income Fund | 15.02% |
| SA US Small Company Fund | 6.78% |
| SA Emerging Markets Value Fund | 6.49% |
| SA Real Estate Securities Fund | 3.00% |
More on SAWMX.
- SAWMX overview
- SAWMX holdings
- SAWMX risk
- SAWMX costs
- SAWMX money in and out
- SAWMX share classes
- Compare SAWMX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.