SEWIX Mutual Fund

SEWIX Mutual Fund (NAA World Equity Income Fund Institutional Class) is managed by New Age Alpha with $2.5M in net assets. SEWIX expense ratio is 0.92%, holding 174 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2011-05-02.

SEWIX performance shows a YTD return of 11.02%. The 1-year return is 17.12% and the 5-year return is 10.79%. SEWIX dividend yield stands at 2.21%, paid quarterly.

SEWIX top holdings include Broadcom Inc (8.7%), Jpmorgan Chase (3.3%), Mitsubishi Ufj Financial Group Inc (3.0%), Hsbc Holdings Plc (2.5%), Exxonmobil Corp. (2.3%). Go to all SEWIX holdings, SEWIX sectors, or SEWIX dividends.

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