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Sa U.s. Small Company Fund (SAUMX)

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31.22 -0.16    -0.51%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 342.63M
Type:  Fund
Market:  United States
Issuer:  SA Funds
Asset Class:  Equity
SA US Small Company 31.22 -0.16 -0.51%

SAUMX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SA US Small Company (SAUMX) fund. Our SA US Small Company portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.12 0.12 0.00
Stocks 99.87 99.87 0.00
Preferred 0.01 0.01 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.83 15.18
Price to Book 2.06 1.88
Price to Sales 1.16 1.22
Price to Cash Flow 9.45 8.18
Dividend Yield 1.38 1.56
5 Years Earnings Growth 11.36 12.11

Sector Allocation

Name  Net % Category Average
Industrials 21.05 19.30
Financial Services 18.80 16.76
Consumer Cyclical 15.64 12.48
Technology 13.64 14.37
Healthcare 9.39 11.88
Consumer Defensive 5.39 4.29
Basic Materials 5.16 5.29
Utilities 4.19 2.93
Energy 3.84 5.32
Communication Services 2.19 2.23
Real Estate 0.71 6.78

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 1,507

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Vistra Energy US92840M1027 0.65 138.46 -2.58%
  Tenet Healthcare US88033G4073 0.54 162.65 -0.17%
  Toll Brothers US8894781033 0.50 153.70 +1.35%
  DaVita US23918K1088 0.43 154.36 -1.86%
  Topbuild Corp US89055F1030 0.42 363.22 +1.11%
  Jefferies Financial US47233W1099 0.41 73.51 -1.43%
  NRG US6293775085 0.40 91.64 -0.91%
  Texas Roadhouse US8826811098 0.38 198.91 -0.84%
  Clean Harbors US1844961078 0.37 250.56 -3.29%
  Tetra Tech US88162G1031 0.36 40.96 -13.50%

Top Equity Funds by SA Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  SA US Core Market 722.85M 19.82 8.26 12.16
  SA US Value 585.58M 13.69 7.08 8.35
  SA International Value 535.55M 8.11 6.25 4.73
  SA International Small Company 247.65M -0.65 0.89 3.59
  SA Emerging Markets Value 201.51M 0.51 2.46 2.71
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