SA Worldwide Fundamental Relationships

SAWMX -- USA Fund  

USD 10.93  0.08  0.74%

The Drivers Module shows relationships between SA Worldwide's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of SA Worldwide Moderate Growth Fu over time as well as its relative position and ranking within its peers. Also please take a look at World Market Map

SA Worldwide Moderate Cash Position Weight vs. Equity Positions Weight Fundamental Analysis

SA Worldwide Moderate Growth Fu is rated second largest fund in equity positions weight among similar funds. It is rated third largest fund in cash position weight among similar funds creating about  0.09  of Cash Position Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Cash Position Weight for SA Worldwide Moderate Growth Fu is roughly  11.40 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
SA Worldwide 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
74.67 
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
SA Worldwide 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
6.55 
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

SA Worldwide Cash Position Weight Comparison

  Cash Position Weight 
      SA Worldwide Comparables 
SA Worldwide is currently under evaluation in cash position weight among similar funds.

SA Worldwide Fundamental Comparison

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