SAOAX Mutual Fund (NAA Opportunity Fund Class A) is managed by New Age Alpha with $3.5M in net assets. SAOAX expense ratio is 1.71%, holding 426 positions across sectors including Other, Health Care, Energy. Inception date: 2003-07-07.

SAOAX performance shows a YTD return of 11.96%. The 1-year return is 12.18% and the 5-year return is 14.28%. SAOAX dividend yield stands at 0.64%, paid annually.

SAOAX top holdings include Treasury Bill 0% 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%). View all SAOAX holdings, sector breakdown, or dividend history.

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