SAWMX Mutual Fund
SAWMX Mutual Fund
SA Worldwide Moderate Growth Fund
SAWMX Mutual Fund Overview
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 9.91%. The 1-year return is 20.79% and the 5-year return is 8.24%. SAWMX dividend yield stands at 5.38%, paid annually.
SAWMX top holdings include Sa International Value Fund (20.2%), Sa Us Value Fund (17.0%), Sa Us Core Market Fund (16.5%), Sa Us Fixed Income Fund (15.0%), Sa Global Fixed Income Fund (15.0%). View all SAWMX holdings, sector breakdown, or dividend history.
SAWMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAWMX alternatives are available via the screener, along with tax-loss harvesting opportunities.