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Nasdaq - Delayed Quote USD

NAA SMid Cap Value A (SEVAX)

35.74
+0.10
+(0.28%)
At close: 8:04:00 PM EDT
Loading Chart for SEVAX
  • Previous Close 35.64
  • YTD Return -0.22%
  • Expense Ratio 1.15%
  • Category Small Value
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 315.53M
  • Beta (5Y Monthly) 0.95
  • Yield 0.59%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.24
  • Inception Date May 1, 2015

Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in Small- and Mid-capitalization securities that the Adviser considers having “value” characteristics. The fund manager defines “value” as investments that appear to be undervalued relative to assets, earnings, growth potential or cash flows. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts (“ADRs”).

New Age Alpha Advisors LLC

Fund Family

Small Value

Fund Category

315.53M

Net Assets

2015-05-01

Inception Date

Performance Overview: SEVAX

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Trailing returns as of 3/31/2025. Category is Small Value.

YTD Return

SEVAX
0.22%
Category
26.79%
 

1-Year Return

SEVAX
6.03%
Category
71.02%
 

3-Year Return

SEVAX
4.92%
Category
9.35%
 

5-Year Return

SEVAX
11.27%
Category
12.17%
 

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Holdings: SEVAX

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Sector Weightings

SectorSEVAX
Real Estate   14.56%
Industrials   11.98%
Technology   11.79%
Healthcare   9.03%
Utilities   5.00%
Energy   3.65%

Recent News: SEVAX

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Research Reports: SEVAX

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