Founded in 1999, the SA Funds – Investment Trust is a family of ten asset class mutual funds advised by Buckingham Strategic Partners 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.
The SA Funds are an important component of Buckingham Strategic Partners Asset Class Investing philosophy and portfolios.
Consider the investment objectives, risks, charges and expenses of the SA Funds carefully before investing. The prospectuses contain 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, 1-844-366-0905 or click here. Please read the prospectus carefully before investing.
Investing involves risk; principal loss is possible. Diversification neither assures a profit nor guarantees against loss in a declining market.
The SA Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any SA Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.