SAOAX Mutual Fund
SAOAX Mutual Fund
SAOAX Mutual Fund
NAA Opportunity Fund Class A
SAOAX Mutual Fund Overview
SAOAX Mutual Fund (NAA Opportunity Fund Class A) is managed by New Age Alpha with $3.6M in net assets. SAOAX expense ratio is 1.71%, holding 426 positions across sectors including Health Care, Energy, Utilities. Inception date: 2003-07-07.
SAOAX performance shows a YTD return of 15.32%. The 1-year return is 18.44% and the 5-year return is 5.74%. SAOAX dividend yield stands at 0.62%, paid annually.
SAOAX top holdings include Treasury Bill Oct 01, 2026 (22.2%), Trs:Bank Of America Corp Usd 2027-Jan-29 (18.9%), Wells Fargo Margin Deposit (5.7%), Chevron Corp (1.9%), Exxon Mobil Corp. (1.7%). Go to all SAOAX holdings, SAOAX sectors, or SAOAX dividends.
SAOAX can be compared against other funds. Use SAOAX overlap to find shared positions, or SAOAX vs another fund for a side-by-side view. SAOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.