Sa Value is trading at 22.91 as of the 19th of July 2025; that is 0.13 percent decrease since the beginning of the trading day. The fund's open price was 22.94. Sa Value has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund is designed to purchase a broad and diverse group of readily marketable equity securities of large and mid cap U.S. companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser, that the Sub-Adviser believes are value stocks at the time of investment. More on Sa Value
Sa Value [SABTX] is traded in USA and was established 19th of July 2025. Sa Value is listed under SA Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of SA Funds family. This fund at this time has accumulated 629.29 M in assets with no minimum investment requirementsSa Value is currently producing year-to-date (YTD) return of 6.49% with the current yeild of 0.02%, while the total return for the last 3 years was 12.33%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SABTX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SABTX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sa Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in SABTX Mutual Fund
Sa Value financial ratios help investors to determine whether SABTX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SABTX with respect to the benefits of owning Sa Value security.