Loring Ward Introduces New SA Funds “Fund-of-Funds”

Share Article

SA Worldwide Moderate Growth Fund (SAWMX)

News Image
We believe that investors deserve an easy, convenient way to access broad global diversification in their portfolios.

Loring Ward announced the launch of, a fund-of-funds within the SA Funds – Investment Trust.

Available under the SAWMX ticker symbol, the fund invests its assets in the shares of eight of the current SA Funds, allowing financial advisors to provide their clients with access to Loring Ward’s Asset Class Investing approach through a single holding.

The SA Worldwide Moderate Growth Fund’s asset allocation is approximately 75% equity, 25% fixed income. For a prospectus, click here.

“We believe that investors deserve an easy, convenient way to access broad global diversification in their portfolios.” said Loring Ward’s CEO Alex Potts. “This new fund-of-funds is a practical solution that fills an important need for many clients working with our network of advisors.”

About the SA Funds
Founded in 1999, the SA Funds – Investment Trust is a family of nine asset class mutual funds advised by Loring Ward and available exclusively through select independent advisors.

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. Conveniently, all mutual fund expenses, including management and administration expenses, are built right into the net asset value of the SA Funds. For more information, please visit http://www.sa-funds.net/. Other fees and expenses such as, but not limited to advisory, trade and custodial fees may apply.

About Loring Ward
Headquartered in San Jose, California, Loring Ward (LWI Financial Inc.) is been dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives.

Loring Ward’s Asset Class Investing philosophy combines almost nine decades of market data, the insights of leading academics, including 8 Nobel Prize winners, and the latest discoveries in behavioral finance.

Loring Ward has more than a quarter century of experience providing advisors with the tools, training and support to provide a world-class experience for their clients.    

As of June 2015, Loring Ward has $12.7 billion in assets under management. For more information, please visit http://www.loringward.com.

Consider the investment objectives, risks, charges and expenses of the SA Funds carefully before investing. The prospectus and summary prospectus contain this and other information about the SA Funds.

To obtain a prospectus, summary prospectus, additional information about the SA Funds, or performance data current to the most recent month, write, call or visit:

SA Funds - Investment Trust
10 Almaden Blvd., 15th Floor
San Jose, CA 95113
PH: 1-800-366-7266

Please read the prospectus and summary prospectus carefully before investing.

Neither the prospectus nor the other information contained in this press release is an offer to sell or a solicitation of an offer to buy the Fund in any jurisdiction in which, or for any individual to whom, such offering may not lawfully be made. Diversification does not guarantee a profit or protect against a loss.

Values will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
The SA Funds are sponsored by LWI Financial Inc. ("Loring Ward"), an investment advisor registered with the Securities and Exchange Commission, and distributed by its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. B 15-057 (Exp 7/17).

Share article on social media or email:

View article via:

Pdf Print

Contact Author

William Chettle
Loring Ward
+1 (646) 285-4783
Email >
Loring Ward

Visit website