GIUIX Mutual Fund

GIUIX Mutual Fund (NAA Mid Growth Fund Institutional Class) is managed by New Age Alpha with $2.2M in net assets. GIUIX expense ratio is 1.27%, holding 128 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2012-03-01.

GIUIX performance shows a YTD return of 10.89%. The 1-year return is 9.53% and the 5-year return is 4.38%.

GIUIX top holdings include Ciena Corp (2.7%), Technipfmc Plc Ordinary Shares (2.2%), Mastec Inc (2.0%), Coherent, Inc (2.0%), Curtiss-wright Corp (1.8%). Go to all GIUIX holdings, GIUIX sectors, or GIUIX dividends.

GIUIX can be compared against other funds. Use GIUIX overlap to find shared positions, or GIUIX vs another fund for a side-by-side view. GIUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.