SEVSX Mutual Fund

SEVSX Mutual Fund (NAA SMid Cap Value Fund Class C) is managed by New Age Alpha with $1.5M in net assets. SEVSX expense ratio is 2.00%, holding 297 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1999-01-29.

SEVSX performance shows a YTD return of 2.26%. The 1-year return is 3.90% and the 5-year return is 2.29%.

SEVSX 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 SEVSX holdings, SEVSX sectors, or SEVSX dividends.

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