Nasdaq - Delayed Quote USD

NAA Large Core C (SFECX)

20.36
+0.03
+(0.15%)
As of 8:07:12 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • DailyAccess Corporation RTC

Fund Summary

Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in large-capitalization securities that the Adviser considers having “core” characteristics. The fund manager defines “core” as investments that typically represent a balance between value and growth investing. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible debt securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts (“ADRs”).

Fund Overview

Category Large Blend
Fund Family New Age Alpha Advisors LLC
Net Assets 230.19M
YTD Return -5.28%
Yield 5.17%
Morningstar Rating
Inception Date Jan 29, 1999

Performance & Risk

YTD Return -10.47%
5y Average Return 13.16%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Related Tickers