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SA Funds

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Find out more information on the individual SA Funds, including Fact Sheets and Performance Report.

SA Funds Performance Report
SA Funds vs. Benchmark Report
All SA Funds Fact Sheets
SA Global Fixed Income Fund Quarterly Fact Sheet
SA Emerging Markets Value Fund Quarterly Fact Sheet
SA International Small Company Fund Quarterly Fact Sheet
SA International Value Fund Quarterly Fact Sheet
SA Real Estate Securities Fund Quarterly Fact Sheet
SA U.S. Fixed Income Fund Quarterly Fact Sheet
SA U.S. Core Market Fund Quarterly Fact Sheet
SA U.S. Value Fund Quarterly Fact Sheet
SA U.S. Small Company Fund Quarterly Fact Sheet
SA Worldwide Moderate Growth Fund Quarterly Fact Sheet

 

Consider the investment objectives, risks, charges and expenses of the SA Funds carefully before investing. The prospectuses contain this and other information about the SA Funds. To obtain a prospectus, additional information about the SA Funds, or performance data current to the most recent month-end, please call, toll-free, 1-844-366-0905 or click here. Please read the prospectus carefully before investing.

 

Investing involves risk; principal loss is possible.

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Northeast Territory

Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia

JAMES BOYLAN

Managing Director, Northeast
Home Base: Oaks, PA

Let’s Connect

267.626.4165

SCHEDULE A MEETING

15 min meeting
30 min meeting
60 min meeting

West Territory

Alaska, California, Colorado, Hawaii, Idaho, Montana, New Mexico, Nevada, Oregon, Utah, Washington, Wyoming

BEN SLATER

Managing Director, West
Home Base: Denver, CO

Let’s Connect

303.815.4104

SCHEDULE A MEETING

30 min meeting
60 min meeting
Ben Slater Headshot

South Territory

Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas

MIKE OZBURN

Managing Director, Southeast
Home Base: Lookout Mountain, TN

Let’s Connect

404.822.4709

SCHEDULE A MEETING

30 min meeting
60 min meeting

Central Territory

Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, West Virginia, Wisconsin

SEAN BROOKS

Managing Director, Central
Home Base: Chicago, IL

Let’s Connect

312.219.1136

SCHEDULE A MEETING

30 min meeting
60 min meeting