SA U.S. Core Market Fund

The SA U.S. Core Market Fund is an open-end mutual fund designed to achieve long-term capital appreciation by investing in a broad and diverse collection of U.S. equity securities. The fund primarily targets companies with market capitalizations in the highest 96% of the U.S. market or those larger than the 1,500th largest U.S. company, ensuring broad market representation and liquidity. Utilizing a market capitalization-weighted approach, the fund gives greater weight to larger companies, with a notable focus on stocks demonstrating higher profitability relative to book value or assets. With over 900 holdings, the fund spans major sectors, and its top allocations include leading technology and consumer companies such as NVIDIA, Apple, and Microsoft. The fund maintains a low turnover rate, reflecting a long-term investment perspective and efficient trading practices. Managed by SA Funds since its inception in 1999, the SA U.S. Core Market Fund plays a strategic role as a large blend offering, providing investors broad exposure to the U.S. equity market while emphasizing portfolio diversification and risk-balanced returns.