SA U.S. Value Fund (SABTX) Research
The SA U.S. Value Fund aims to achieve its investment objective by primarily allocating capital to a diversified portfolio of publicly traded equity securities. These investments focus on large and mid-sized U.S. companies, listed on American exchanges approved by its Sub-Adviser, Dimensional Fund Advisors LP. The Sub-Adviser specifically targets companies it deems to be "value" stocks at the time of acquisition. To maintain its focus, a minimum of 80% of the fund's net assets will be invested in U.S. securities. The fund also has the flexibility to lend its portfolio holdings to generate supplementary income.
Market snapshot
- Symbol
- SABTX
- Price
- $28.99
- Day change
- +0.31%
- Market cap
- $626.0M
- 52-week range
- 22.25-29.32
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon International Equity Fund (AAIEX)
- Diamond Hill All Cap Select Fund (DHTYX)
- Nuveen Dow 30 Dynamic Overwrite Fund (DIAX)
- BlackRock Debt Strategies Fund, Inc. (DSU)
- Hartford Moderately Aggressive Allocation Fund-A (HRAAX)
- T. Rowe Price Institutional Emerging Markets Equity Fund (IEMFX)
- Leuthold Core Investment Fund (LCORX)
- Nationwide Mid Cap Market Index Fund (NWXQX)
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