SA Global Fixed Income Fund

Class No Load (SAXIX)
Scorecard
1 / 5 Stars
Lipper
1 1 5 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#40 in World Bond

U.S. News evaluated 98 World Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.99 percent over the past year, 1.14 percent over the past three years, 2.10 percent over the past five years, and 2.63 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 0.7%
1 Year 1.0%
3 Years (Annualized) 1.1%
5 Years (Annualized) 2.1%
10 Years (Annualized) 2.6%

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Summary

The investment seeks to maximize total return available from a universe of higher-quality fixed income investments maturing in five years or less from the date of settlement while targeting the duration of the Citigroup World Government Bond 1-5 Year Currency Hedged U.S. Dollar Index. The fund primarily invests in fixed income securities that mature within five years from the date of settlement. It has a non-fundamental investment policy that it normally will invest at least 80% of its net assets in fixed income securities. The fund will invest no more than 50% of its total assets in securities denominated in U.S. dollars at the time of purchase.

Fees

Fees are Low compared to funds in the same category.
SA Global Fixed Income Fund has an expense ratio of 0.80 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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