
See exactly how SFAAX's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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The fund's main objective is to deliver robust overall returns over the long term, derived from both asset appreciation and consistent income generation. At least 80% of its net capital is strategically deployed into a blend of equity and fixed income instruments. These investments are meticulously selected to mirror the composition and weighting of securities found within the S&P 500 Index and the Bloomberg U.S. Treasury Index. To accomplish its financial goals, the fund is permitted to allocate a maximum of 75% of its assets to stocks and up to 55% to bonds.
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