|Net Assets||372.55 Mil|
|Morningstar Risk||Above Average|
|Morningstar Return||Above Average|
- Last NAV update 7/30/2014 4:00 PM ET
|The investment seeks to achieve long-term capital appreciation. The fund pursues its goal by generally investing in a broad and diverse group of readily marketable equity securities of small cap companies traded on a principal U.S. exchange or on the over-the-counter market in the United States. It normally will invest at least 80% of its net assets in securities of U.S. small cap companies. The fund may lend its portfolio securities to generate additional income.|
- Year to date performance as of 7/30/2014 12:00 AM ET
|Fund Family||SA Funds|
|Fund Manager||Jed Fogdall|
|Minimum Initial Purchase||100,000.00|
|Minimum IRA Investment||100,000.00|
- * Annualized returns
- Performance as of 7/30/2014 12:00 AM ET
|Net Assets||372.55 Mil||311.05 Mil|
|Avg Market Cap||1.63 Bil||2.77 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.