SVUIX Mutual Fund

SVUIX Mutual Fund (NAA SMid Cap Value Fund Institutional Class) is managed by New Age Alpha with $34.9M in net assets. SVUIX expense ratio is 0.92%, holding 123 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2008-07-11.

SVUIX performance shows a YTD return of 10.08%. The 1-year return is 17.72% and the 5-year return is 7.76%. SVUIX dividend yield stands at 12.35%, paid annually.

SVUIX 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 SVUIX holdings, SVUIX sectors, or SVUIX dividends.

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