SA Global Index Allocation 75/25 Portfolio

Data updated: 2026-06-29

C000199997 — SA Global Index Allocation 75/25 Portfolio data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Blend / Core Equity · $111.86M AUM · 0.81% expense ratio · 22.8% 1-yr return. From SEC regulatory filings.

C000199997 Fund Overview

SA Global Index Allocation 75/25 Portfolio is a US mutual fund managed by Sunamerica Series Trust, categorised as United States Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Sunamerica Series Trust
  • Category: United States Blend / Core Equity
  • Assets under management: $111.86M
  • 1-year return: 22.8%
  • SEC CIK: 0000892538
  • SEC series ID: S000061758
  • Share class ID: C000199997

C000199997 Holdings

Top 7 holdings of SA Global Index Allocation 75/25 Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
SA International Index30.84%
SA Large Cap Index Port30.21%
SA Fixd, Inc. Intermed Index12.01%
SA Fixed Income Index10.93%
SA Mid Cap Index6.09%
SA Emerging Mkt Equity Index5.78%
SA Small Cap Index4.18%

View all C000199997 holdings

C000199997 Portfolio Allocation

Asset-class allocation of SA Global Index Allocation 75/25 Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity100.0%

C000199997 Performance

Total returns for C000199997 (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD5.6%
1 year22.8%
3 years (annualised)13.9%
5 years (annualised)7.1%

C000199997 Risk Information

Risk metrics for C000199997, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 10.3%

C000199997 Costs and Fees

C000199997 costs about $81 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.81%
  • Gross expense ratio: 0.83%
  • Portfolio turnover: 9%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

C000199997 Cashflows

Over the 12 months to 2026-04, SA Global Index Allocation 75/25 Portfolio had net outflows of $5.15M, from monthly SEC N-PORT filings.

MonthNet flow
2026-04−$1.57M
2026-03−$985.43K
2026-02−$107.17K
2026-01−$845.76K
2025-12−$2.87M
2025-11$5.91M

C000199997 Debt Constituents

No individual debt constituents are reported in SA Global Index Allocation 75/25 Portfolio's latest SEC N-PORT filing.

C000199997 Prospectus and SEC Filings

Official SA Global Index Allocation 75/25 Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Blend / Core Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.