SAUMX Mutual Fund

SAUMX Mutual Fund (SA US Small Company Fund) is managed by SA Funds with $59.2M in net assets. SAUMX expense ratio is 0.89%, holding 1541 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1999-08-05.

SAUMX performance shows a YTD return of 18.11%. The 1-year return is 26.98% and the 5-year return is 8.15%. SAUMX dividend yield stands at 0.45%, paid annually.

SAUMX top holdings include Ciena Corp (0.7%), Ati Inc (0.6%), Tenet Healthcare Corp Common Stock Usd 0.05 (0.6%), Caseys General (0.5%), United Therapeutics Corp (0.5%). Go to all SAUMX holdings, SAUMX sectors, or SAUMX dividends.

SAUMX can be compared against other funds. Use SAUMX overlap to find shared positions, or SAUMX vs another fund for a side-by-side view. SAUMX alternatives are available via the screener, along with tax-loss harvesting opportunities.