Nasdaq - Delayed Quote USD

SA US Core Market (SAMKX)

36.52
+0.04
+(0.11%)
At close: 8:02:11 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Pershing FundCenter
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Raymond James
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • TD Ameritrade Institutional
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • LPL SWM
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)
  • Avantax
  • Allowab (non-advisory)

Fund Summary

The fund is designed to purchase a broad and diverse group of readily marketable equity securities listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It will invest at least 80% of its net assets in U.S. securities. The fund may also invest up to 5% of its total assets in the U.S. Micro Cap Portfolio, a portfolio of DFA Investment Dimensions Group Inc., a separate registered investment company.

Fund Overview

Category Large Blend
Fund Family SA Funds
Net Assets 617.85M
YTD Return -5.32%
Yield 0.73%
Morningstar Rating
Inception Date Aug 05, 1999

Performance & Risk

YTD Return 1.16%
5y Average Return 16.32%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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