Sa Worldwide is trading at 12.02 as of the 21st of June 2025; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 12.01. Sa Worldwide has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of March 2025 and ending today, the 21st of June 2025. Click here to learn more.
The fund adviser currently expects to invests approximately 70 percent of its assets in equity investments and approximately 30 percent of its assets in fixed income investments as represented by the holdings of the underlying SA funds in which the fund invests. More on Sa Worldwide Moderate
Sa Worldwide Moderate [SAWMX] is traded in USA and was established 21st of June 2025. Sa Worldwide is listed under SA Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of SA Funds family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 36.98 M in assets with minimum initial investment of 5 K. Sa Worldwide Moderate is currently producing year-to-date (YTD) return of 4.94% with the current yeild of 0.03%, while the total return for the last 3 years was 7.89%.
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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 SAWMX 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 SAWMX 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 Worldwide Moderate 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.
Top Sa Worldwide Moderate Mutual Fund Constituents
Other Information on Investing in SAWMX Mutual Fund
Sa Worldwide financial ratios help investors to determine whether SAWMX 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 SAWMX with respect to the benefits of owning Sa Worldwide security.
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