SVUIX Mutual Fund

SVUIX Mutual Fund (NAA SMid Cap Value Fund Institutional Class) is managed by New Age Alpha with $32.4M in net assets. SVUIX expense ratio is 0.92%, holding 297 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2008-07-11.

SVUIX performance shows a YTD return of 9.46%. The 1-year return is 11.87% and the 5-year return is 6.42%. SVUIX dividend yield stands at 12.42%, paid annually.

SVUIX top holdings include Cardinal Health Inc. (1.6%), Alcoa Corp (1.5%), First Horizon National Corp (1.5%), Oge Energy Corp. (1.3%), Jones Lang Lasalle Inc. (1.3%). 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.