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 11.16%. The 1-year return is 21.38% and the 5-year return is 9.13%. SAWMX dividend yield stands at 5.32%, paid annually.

SAWMX top holdings include Sa International Value Fund (20.6%), Sa Us Value Fund (17.0%), Sa Us Core Market Fund (16.7%), Sa Global Fixed Income Fund (14.8%), Sa Us Fixed Income Fund (14.7%). 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.