SA Global Fixed Income FundSAXIX

MUTUAL FUNDFocus
Type
Mutual fund
Peer group
Taxable bond
Net assets
$548.5M
Expense ratio
0.51%
1-year return
+3.7%
3 years, a year
+4.6%
5 years, a year
+1.3%
Holdings
147

What it aims to do.

The Funds goal is to maximize total return available from a universe of higher-quality fixed income investments maturing in one to ten years from the date of settlement.

Top 10 holdings.

Holding% of fund
United States Treasury5.21%
United States Treasury3.09%
United States Treasury3.08%
United States Treasury3.00%
United States Treasury2.93%
JOBY Kommunalbanken As2.79%
JOBY New Zealand Government Bonds2.65%
JOBY Novo Nordisk Finance Nl2.54%
British Columbia Prov Of2.46%
JOBY Exxon Mobil Corporation2.00%

More on SAXIX.

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