Founded in 1999, the SA Funds – Investment Trust is a family of nine asset class mutual funds advised by Loring Ward and available exclusively through select independent Advisors.
The SA Funds are sub-advised by Dimensional Fund Advisors, one of the most respected money managers in America.
Each SA Fund has its own distinct risk and reward characteristics, investment objective, policies and strategies. The SA Funds are not intended for use as “stand-alone” funds, but are meant to be utilized as building blocks for fee-based investment Advisors to create diversified portfolios for their clients.
Conveniently, all mutual fund expenses, including management and administration expenses, are built right into the net asset value of the SA Funds.
The SA Funds are an important component of Loring Ward’s Structured Investing philosophy and portfolios.
Investors should carefully consider an investment’s objectives, risks, charges, limitations and expenses. This and other information about SA Funds are in the Prospectus that should be read carefully by clients before investing. Diversification does not guarantee a profit or protect against a loss.
Values will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
For information on the SA Funds or to request a prospectus write or call us at:
SA Funds – Investment Trust
10 Almaden Blvd., 15th Floor
San Jose, CA 95113