Founded in 1999, the SA Funds – Investment Trust is a family of ten asset class mutual funds advised by Loring Ward and available exclusively through select independent Advisors.
The majority of 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 meant to be utilized as building blocks for fee-based Financial 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 Asset Class Investing philosophy and portfolios.
The SA Funds are sponsored by LWI Financial Inc. (“Loring Ward”) and distributed by its affiliate, Loring Ward Securities Inc. Consider the investment objectives, risks, charges and expenses of the SA Funds carefully before investing. The prospectus contains 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, 1-800-366-7266 or visit http://www.loringward.com/sa-funds-documents/. Please read the prospectus carefully before investing.
Diversification neither assures a profit nor guarantees against loss in a declining market.
Values will fluctuate, and shares, when redeemed, may be worth more or less than original cost.