SEWIX Mutual Fund

SEWIX Mutual Fund (NAA World Equity Income Fund Institutional Class) is managed by New Age Alpha with $2.8M in net assets. SEWIX expense ratio is 0.92%, holding 174 positions across sectors including Financials, Information Technology, Consumer Staples. Inception date: 2011-05-02.

SEWIX performance shows a YTD return of 14.14%. The 1-year return is 29.16% and the 5-year return is 10.81%. SEWIX dividend yield stands at 13.38%, paid quarterly.

SEWIX top holdings include Broadcom Inc (7.6%), Jpmorgan Chase (3.2%), Exxon Mobil Corp. (3.0%), Mitsubishi Ufj Financial Group Inc (2.7%), Johnson & Johnson - Common (2.4%). 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.