SEUPX Mutual Fund
SEUPX Mutual Fund
NAV$33.81
AUM$55,962.03
TER1.50%
Holdings128
SEUPX Mutual Fund
NAV$33.81
NAA Mid Growth Fund Class P
AUM$55,962.03
TER1.50%
Holdings128
SEUPX Mutual Fund Overview
SEUPX Mutual Fund (NAA Mid Growth Fund Class P) is managed by New Age Alpha with $55,962.03 in net assets. SEUPX expense ratio is 1.50%, holding 128 positions across various sectors. Inception date: 2015-05-01.
SEUPX performance shows a YTD return of -7.25%. The 1-year return is -2.55% and the 5-year return is 14.11%. SEUPX dividend yield stands at 2.64%, paid annually.
SEUPX top holdings include a diversified portfolio. View all SEUPX holdings, sector breakdown, or dividend history.
SEUPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SEUPX alternatives are available via the screener, along with tax-loss harvesting opportunities.