GURPX Mutual Fund

NAV$31.40

Fund Essentials

Net Assets
$8M
Expense Ratio
1.60%
Dividend Yield (Current)
4.52%
Holdings
126
Inception Date
May 1, 2015
Fund Family
New Age Alpha
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+1.98%
1 Year+6.62%
3 Year-1.62%
5 Year+8.28%

Asset Allocation

Stocks: 91.27%
Bonds: 4.92%
Other: 3.81%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
4.52%
Frequency
Quarterly
Latest Distribution
$1.84
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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GURPX Mutual Fund Overview

GURPX Mutual Fund (NAA Risk Managed Real Estate Fund Class P) is managed by New Age Alpha with $7.6M in net assets. GURPX expense ratio is 1.60%, holding 126 positions across various sectors. Inception date: 2015-05-01.

GURPX performance shows a YTD return of 1.98%. The 1-year return is 6.62% and the 5-year return is 8.28%. GURPX dividend yield stands at 4.52%, paid quarterly.

GURPX top holdings include a diversified portfolio. View all GURPX holdings, sector breakdown, or dividend history.

GURPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GURPX alternatives are available via the screener, along with tax-loss harvesting opportunities.