SEVAX Mutual Fund

SEVAX Mutual Fund (NAA SMid Cap Value Fund Class A) is managed by New Age Alpha with $239.3M in net assets. SEVAX expense ratio is 1.15%, holding 297 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1997-05-01.

SEVAX performance shows a YTD return of 9.28%. The 1-year return is 11.59% and the 5-year return is 7.16%. SEVAX dividend yield stands at 12.86%, paid annually.

SEVAX top holdings include Cardinal Health Inc. (1.6%), Alcoa Corp (1.5%), First Horizon National Corp (1.5%), Oge Energy Corp. (1.3%), Jones Lang Lasalle Inc. (1.3%). Go to all SEVAX holdings, SEVAX sectors, or SEVAX dividends.

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