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NAA Mid Growth C (SUFCX)

34.00
+0.25
+(0.74%)
At close: 8:02:15 PM EDT
Loading Chart for SUFCX
  • Previous Close 33.75
  • YTD Return -7.23%
  • Expense Ratio 2.20%
  • Category Mid-Cap Growth
  • Last Cap Gain -34.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 69.43M
  • Beta (5Y Monthly) 1.19
  • Yield 7.33%
  • 5y Average Return --
  • Holdings Turnover 82.00%
  • Last Dividend 2.60
  • Inception Date Jan 29, 1999

Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in Mid-capitalization securities that the Adviser considers having “growth” characteristics. The fund manager defines “growth” as investments having what the Adviser believes to be above-average growth rates as compared to their industry or the overall market. 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

Mid-Cap Growth

Fund Category

69.43M

Net Assets

1999-01-29

Inception Date

Performance Overview: SUFCX

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Trailing returns as of 4/15/2025. Category is Mid-Cap Growth.

YTD Return

SUFCX
7.23%
Category
10.80%
 

1-Year Return

SUFCX
3.18%
Category
48.17%
 

3-Year Return

SUFCX
3.77%
Category
21.26%
 

5-Year Return

SUFCX
13.36%
Category
20.18%
 

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Holdings: SUFCX

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Sector Weightings

SectorSUFCX
Industrials   24.17%
Technology   18.09%
Healthcare   11.56%
Energy   8.52%
Real Estate   5.41%
Utilities   0.03%

Recent News: SUFCX

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Research Reports: SUFCX

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