Nasdaq - Delayed Quote USD
NAA Mid Growth C (SUFCX)
36.72
+0.41
+(1.13%)
At close: 8:02:17 PM EDT
Investment Information
- Min Initial Investment
- 2,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mutual Of Omaha Investor Services Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Protected Investors of America
- E TRADE Financial
- H&R Block Financial Advisors Inc
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Edward Jones
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- DATALynx
- DATALynx NAV
- Ameriprise Brokerage
- Federated TrustConnect NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Mony Securities Corp
- CommonWealth NTF
- SunAmerica Securities Premier / Pinnacle
- Vanguard NTF
- ETrade No Load Fee
- ETrade Load Fee
- SunGard Transaction Network
- Royal Alliance
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- FTJ FundChoice
- Robert W. Baird & Co.
- HSBC Brokerage (USA) Inc
- JPMorgan INVEST
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- ING Financial Ptnrs PAM and PRIME Approv
- Ameritas NTFN
- Firstrade
- Scottrade TF
- Scottrade NTF
- TIAA-CREF Brokerage Services
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Met Life Resources MFSP Alliance List
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- TIAA-CREF NTF
- MSWM Brokerage
- ADP Access Open Fund Architecture
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Vanguard Load
- Vanguard Load-Waived
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- JP Morgan No Load
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Mid Atlantic Clearing and Settlement
Fund Summary
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”).
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | New Age Alpha Advisors LLC |
| Net Assets | 68.67M |
| YTD Return | -7.31% |
| Yield | 7.34% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2012 |
Performance & Risk
| YTD Return | -4.85% |
| 5y Average Return | 10.19% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Related Tickers
AATIX Ancora/Thelen Small-Mid Cap I
17.63
+2.62%
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio
15.32
+2.61%
UBVCX Undiscovered Managers Behavioral Value Fund Class C
69.72
+2.60%
UBVVX Undiscovered Managers Behavioral Value Fund
78.56
+2.60%
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
74.63
+2.60%
UBVAX Undiscovered Managers Behavioral Value Fund
75.84
+2.60%
UBVLX Undiscovered Managers Behavioral Value Fund
78.67
+2.60%
UBVUX Undiscovered Managers Behavioral Value Fund
77.93
+2.59%
UBVTX Undiscovered Managers Behavioral Value Fund
74.82
+2.59%
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
78.86
+2.59%
DNDGX Dunham Small Cap Growth Fund
18.25
+2.59%
UBVSX Undiscovered Managers Behavioral Value Fund Class I
78.24
+2.58%
MPEGX Morgan Stanley Inst Discovery I
22.67
+2.58%
MMCGX Morgan Stanley Inst Discovery R6
23.25
+2.56%
AXVIX Acclivity Small Cap Value I
16.54
+2.54%
AXVNX Acclivity Small Cap Value N
16.74
+2.51%
MIGPX Morgan Stanley Inst Global Insgt A
16.74
+2.51%
CCALX Conestoga Small Cap Institutional
72.68
+2.51%
MMEYX Victory Integrity Discovery Y
43.50
+2.50%
MIGIX Morgan Stanley Inst Global Insgt I
17.66
+2.50%
MMMMX Victory Integrity Discovery Member
38.00
+2.48%
BRSVX Bridgeway Small-Cap Value
33.64
+2.44%
UMPSX ProFunds UltraMid Cap Fund
43.84
+2.43%
UMPIX ProFunds UltraMid Cap Fund
56.99
+2.43%
TEGIX Touchstone Mid Cap Growth Inst
41.22
+2.36%
TEGYX Touchstone Mid Cap Growth Y
40.39
+2.36%
TFGRX Touchstone Mid Cap Growth R6
41.41
+2.35%
TEGAX Touchstone Mid Cap Growth A
37.56
+2.34%
PVIVX Paradigm Micro-Cap
45.88
+2.32%
RMBBX RMB Small Cap I
15.77
+2.27%
FGSCX Federated Hermes MDT Mid Cap Growth C
25.30
+2.26%
FGSIX Federated Hermes MDT Mid Cap Growth IS
62.39
+2.26%
FGSKX Federated Hermes MDT Mid Cap Growth R6
53.39
+2.26%
FGSAX Federated Hermes MDT Mid Cap Growth A
58.08
+2.25%
TASZX Third Avenue Small Cap Value Z
18.27
+2.24%
FSENX Fidelity Select Energy Portfolio
53.87
+2.22%
VSCRX Virtus KAR Small-Cap Core R6
54.42
+2.22%
PKSAX Virtus KAR Small-Cap Core A
49.49
+2.21%
PKSCX Virtus KAR Small-Cap Core C
35.64
+2.21%
PKSFX Virtus KAR Small-Cap Core I
54.17
+2.21%
FIKAX Fidelity Advisor Energy Z
44.25
+2.17%
WWSIX TETON Westwood SmallCap Equity I
20.85
+2.16%
WWSAX TETON Westwood SmallCap Equity A
18.62
+2.14%
WESCX TETON Westwood SmallCap Equity AAA
19.90
+2.10%
CSCQX Columbia Small Cap Value I S
47.29
+2.07%
FTVAX FullerThaler Behav Md-Cp Val A
32.16
+2.06%
CSVRX Columbia Small Cap Value I R
39.62
+2.06%
CSVYX Columbia Small Cap Value I Inst3
47.76
+2.05%
CSCZX Columbia Small Cap Value I Inst
47.29
+2.05%
LKSCX LKCM Small Cap Equity Instl
19.94
+2.05%
FTVCX FullerThaler Behav Md-Cp Val C
31.92
+2.05%
LDVIX AXS FTSE Vntr Cptl RetTrckr I
25.48
+2.04%
CSMIX Columbia Small Cap Value I A
40.00
+2.04%
CUURX Columbia Small Cap Value I Inst2
49.51
+2.04%
LDVAX AXS FTSE Vntr Cptl RetTrckr A
24.96
+2.00%
NRGEX Neuberger Berman Genesis Fund
61.26
+2.00%
LSVAX Loomis Sayles Small Cap Value Admin
17.88
+2.00%
LSSCX Loomis Sayles Small Cap Value Instl
21.06
+1.99%
LSCNX Loomis Sayles Small Cap Value N
21.07
+1.98%
COAGX Gator Capital L/S Fd
50.45
+1.98%
RYVYX Rydex NASDAQ-100 2x Strategy H
473.37
+1.98%
RYVLX Rydex NASDAQ-100 2x Strategy A
473.53
+1.97%
RYCCX Rydex NASDAQ-100 2x Strategy C
332.13
+1.97%
TNVIX 1290 GAMCO Small/Mid Cap Value I
16.08
+1.97%
LSCRX Loomis Sayles Small Cap Value Retail
20.23
+1.97%
UOPIX ProFunds UltraNASDAQ-100 Fund
98.40
+1.96%
FSDAX Fidelity Select Defense & Aerospace
20.36
+1.95%
UOPSX ProFunds UltraNASDAQ-100 Fund
67.46
+1.95%
RYMMX Rydex S&P MidCap 400 Pure Value C
54.11
+1.94%
HWSZX Hotchkis & Wiley Small Cap Value Z
66.83
+1.94%
RYAVX Rydex S&P MidCap 400 Pure Value H
67.97
+1.93%
RYMVX Rydex S&P MidCap 400 Pure Value A
68.08
+1.93%
BPSIX Boston Partners Small Cap Value II I
24.90
+1.92%
TNVAX 1290 GAMCO Small/Mid Cap Value A
16.04
+1.91%
ENPIX ProFunds UltraSector Energy Fund
35.93
+1.90%
ENPSX ProFunds UltraSector Energy Fund
30.40
+1.88%
FVLZX Fidelity Advisor Value Z
32.89
+1.86%
VSTCX Vanguard Strategic Small-Cap Equity Inv
36.36
+1.85%
RYMDX Rydex Mid-Cap 1.5x Strategy H
119.24
+1.83%
RYAHX Rydex Mid-Cap 1.5x Strategy A
118.69
+1.83%
SVFCX Smead Value C
68.72
+1.82%
SIVIX State Street Instl Small-Cap Equity Inv
15.89
+1.79%
ADKSX Adirondack Small Cap
29.55
+1.79%
INPIX ProFunds Internet UltraSector Inv
52.51
+1.78%
BPTRX Baron Partners Retail
181.75
+1.78%
BPTIX Baron Partners Institutional
189.95
+1.77%
INPSX ProFunds Internet UltraSector Svc
33.30
+1.77%
FDSCX Fidelity Stock Selector Small Cap
34.57
+1.77%
FSMVX Fidelity Mid Cap Value
27.66
+1.77%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
49.01
+1.76%
OTIIX T. Rowe Price Small-Cap Stock I
53.68
+1.76%
QRSVX FPA Queens Road Small Cap Value Inv
38.68
+1.76%
LVAQX LSV Small Cap Value Fund
17.32
+1.76%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
61.83
+1.76%
LSVQX LSV Small Cap Value Institutional
17.34
+1.76%
ATHGX American Century Heritage R5
27.18
+1.76%
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
34.71
+1.76%
FCDCX Fidelity Stock Selector Small Cap Fund
28.37
+1.76%
TRSSX T. Rowe Price Instl Small-Cap Stock
23.74
+1.76%
FCDIX Fidelity Stock Selector Small Cap Fund
34.76
+1.76%