SAISX — SA International Small Company Fund

Data updated: 2026-05-26

SAISX — SA International Small Company Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Multi-Cap / All-Cap Blend / Core Equity · $276.59M AUM · 0.92% expense ratio · 30.1% 1-yr return. From SEC regulatory filings.

SAISX Fund Overview

SAISX — SA International Small Company Fund is a US mutual fund managed by Sa Funds Investment Trust, categorised as United States Multi-Cap / All-Cap 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: Sa Funds Investment Trust
  • Category: United States Multi-Cap / All-Cap Blend / Core Equity
  • Assets under management: $276.59M
  • 1-year return: 30.1%
  • Ticker: SAISX
  • SEC CIK: 0001075065
  • SEC series ID: S000008781
  • Share class ID: C000023896

SAISX Holdings

Top 1 holdings of SA International Small Company Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
DFA International Small Company Portfolio99.94%

View all SAISX holdings

SAISX Portfolio Allocation

Asset-class allocation of SA International Small Company Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity99.9%

SAISX Performance

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

PeriodTotal return
YTD0.9%
1 year30.1%
3 years (annualised)14.8%
5 years (annualised)7.3%

SAISX Risk Information

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

  • 1-year volatility (annualised): 14.9%

SAISX Costs and Fees

SAISX costs about $92 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.92%
  • Gross expense ratio: 0.92%
  • Portfolio turnover: 4%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

SAISX Cashflows

Over the 12 months to 2026-03, SA International Small Company Fund had net outflows of $24.72M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03−$2.07M
2026-02−$2.04M
2026-01−$2.91M
2025-12$10.85M
2025-11−$2.74M
2025-10−$2.67M

SAISX Debt Constituents

No individual debt constituents are reported in SA International Small Company Fund's latest SEC N-PORT filing.

SAISX Prospectus and SEC Filings

Official SA International Small Company Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Multi-Cap / All-Cap 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.