Dow Up 0.11% Nasdaq Up 0.50%

SA US Core Market (SAMKX)

18.87 Up 0.06(0.32%) Aug 29
Prev Close:18.81
YTD Return*:4.08%
Net Assets*:652.33M
Yield*:0.77%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SAMKX at this time.

Top Holdings

Symbol% AssetsYTD Return %
DFA US Micro Cap I3.9821.07
AAPL3.46-1.07
XOM2.1316.07
MSFT2.004.64
VZ1.481.94

Fund Basics

Morningstar Overall Rating:
Total Assets:652.33M
Category:Large Blend
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:4.08%
5y Avg Return:16.13%
Rank in Category (ytd):65
% Rank in Category (ytd):3.97%
Beta (3y):1.04
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund pursues its goal by generally investing in a broad and diverse group of readily marketable equity securities of U.S. companies traded on a principal U.S. exchange or on the over-the-counter market in the United States. It will invest at least 80% of its net assets in U.S. securities. The fund may also invest up to 5% of its total assets in the U.S. Micro Cap Portfolio, a portfolio of DFA Investment Dimensions Group Inc., a separate registered investment company. View More
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