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SA US Fixed Income Investor SAUFX

Quantitative rating as of
NAV / 1-Day Return
9.42  /  0.00
Total Assets
434.3 Mil
Adj. Expense Ratio
0.630%
Expense Ratio
0.400%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Ultrashort Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.69%
Effective Duration
1.39 years

Morningstar’s Analysis SAUFX

Will SAUFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit SA US Fixed Income Investor to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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