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31.69
+0.48
+1.54%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 339.75M
SA US Small Company
31.69
+0.48
+1.54%
- Overview
- Profile
- Historical Data
- Holdings
Sa U.s. Small Company Fund Overview
On this page you'll find an in-depth profile of Sa U.s. Small Company Fund. Learn about the key management, total assets, investment strategy and contact information of SAUMX among other information.
Investment Strategy
The investment seeks to achieve long-term capital appreciation. The fund is designed to purchase a broad and diverse group of readily marketable equity securities of small cap companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It normally will invest at least 80% of its net assets in securities of U.S. small cap companies. The fund may lend its portfolio securities to generate additional income.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Marc C. Leblond | - | 2020 | Now |
| Biography | Mr. Leblond is a Senior Portfolio Manager and Vice President of Dimensional. He joined Dimensional in 2015. Prior to joining Dimensional, Mr. Leblond was an associate at Duchossois Capital Management from June to December 2014. | ||
| Joel P. Schneider | Portfolio Manager | 2015 | Now |
| Biography | Mr. Schneider is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Schneider holds an MBA from the University of Chicago Booth School of Business, an MS from the University of Minnesota, and a BS from Iowa State University. Mr. Schneider joined Dimensional in 2011, has been a portfolio manager since 2013. | ||
| Jed S. Fogdall | Vice President | 2012 | Now |
| Biography | Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
| Joseph H. Chi | Vice President | 2012 | 2019 |
| Biography | Joseph H. Chi, CFA, is a Co-Head of Portfolio Management and Vice President of Dimensional and the Chairman of Dimensional’s Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a Portfolio Manager in 2005 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012. | ||
| Henry F. Gray | Head | 2012 | 2017 |
| Biography | Mr. Gray is Head of Global Equity Trading and a Vice President of Dimensional Funds Advisors LP and a member of the Investment Committee. Mr. Gray received his MBA from the University of Chicago in 1995 and his AB from Princeton University in 1989. Mr. Gray joined DFA in 1995, was a Portfolio Manager from 1995 to 2005, and has been Head of Global Equity Trading since 2006, and since 2012 responsible for the international portfolios managed by Dimensional. | ||
| Bhanu P. Singh | portfolio manager | 2014 | 2015 |
| Biography | Bhanu P. Singh is Vice President and a Senior Portfolio Manager of the Sub-Adviser. Mr. Singh joined Dimensional originally in 2003 and has been a portfolio manager since 2012. Mr. Singh has an M.B.A. from the University of Chicago Booth School of Business and a B.A. from the University of California, Los Angeles. | ||
| Stephen A. Clark | Vice President | 2006 | 2012 |
| Biography | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. | ||
| Robert T. Deere | Portfolio Manager | 1999 | 2009 |
| Biography | Deere is a portfolio manager and vice president of Dimensional Fund Advisors LP. He joined Dimensional in 1991 and has been responsible for the domestic equity portfolios since 1994. | ||
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