September 20, 2014 7:25 PM ET

Capital Markets

Company Overview of SA Funds - Investment Trust - SA U.S. Core Market Fund

Company Overview

SA Funds - Investment Trust - SA U.S. Core Market Fund is an open-ended equity mutual fund launched and managed by LWI Financial Inc. It is co-managed by Dimensional Fund Advisors LP. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in the stocks of companies across all market capitalizations that are either in the highest 96% of total market capitalization or companies whose market capitalizations are larger than the 1,500th largest U.S company. It focuses on factors such as free float (a company’s share capital that is freely available for trading), expected pro...

3055 Olin Avenue

Suite 2000

San Jose, CA 95128-2067

United States

Founded in 1999





Key Executives for SA Funds - Investment Trust - SA U.S. Core Market Fund

Portfolio Manager
Age: 47
Portfolio Manager
Age: 39
Portfolio Manager
Age: 47
Compensation as of Fiscal Year 2014.

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