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 10.22%. The 1-year return is 14.86% and the 5-year return is 9.13%. SAWMX dividend yield stands at 2.42%.

SAWMX top holdings include Sa International Value Fund (20.1%), Sa Us Value Fund (16.7%), Sa Us Core Market Fund (16.7%), Sa Global Fixed Income Fund (15.1%), Sa Us Fixed Income Fund (15.0%). 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.