SEVSX Mutual Fund

SEVSX Mutual Fund (NAA SMid Cap Value Fund Class C) is managed by New Age Alpha with $1.8M in net assets. SEVSX expense ratio is 2.00%, holding 123 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1999-01-29.

SEVSX performance shows a YTD return of 9.36%. The 1-year return is 16.43% and the 5-year return is 6.63%. SEVSX dividend yield stands at 10.87%, paid annually.

SEVSX top holdings include Alcoa Corp (2.1%), Conocophillips Common Stock USD 0.01 (2.1%), Chord Energy Corp (1.8%), Patterson-Uti Energy Inc (1.6%), Cardinal Health Inc. (1.6%). 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.