SUFCX Mutual Fund

SUFCX Mutual Fund (NAA Mid Growth Fund Class C) is managed by New Age Alpha with $222,799.52 in net assets. SUFCX expense ratio is 2.27%, holding 128 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1999-01-29.

SUFCX performance shows a YTD return of 10.24%. The 1-year return is 8.44% and the 5-year return is 3.31%.

SUFCX top holdings include Ciena Corp (2.7%), Technipfmc Plc Ordinary Shares (2.2%), Mastec Inc (2.0%), Coherent, Inc (2.0%), Curtiss-wright Corp (1.8%). Go to all SUFCX holdings, SUFCX sectors, or SUFCX dividends.

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