SAWMX Mutual Fund

SAWMX Mutual Fund (SA Worldwide Moderate Growth Fund) is managed by SA Funds. SAWMX expense ratio is 0.71%, holding 8 positions across various sectors. Inception date: 2015-07-01.

SAWMX performance shows a YTD return of 12.66%. The 1-year return is 19.24% and the 5-year return is 9.13%. SAWMX dividend yield stands at 5.25%, paid annually.

SAWMX top holdings include Sa International Value Fund (20.3%), Sa Us Value Fund (16.9%), Sa Us Core Market Fund (16.8%), Sa Us Fixed Income Fund (14.9%), Sa Global Fixed Income Fund (14.9%). Go to all SAWMX holdings, SAWMX sectors, or SAWMX dividends.

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