About SEVAX
The New Age Alpha SMID Cap Value Fund Class A is an actively managed mutual fund with a primary focus on U.S. small- and mid-cap companies exhibiting value characteristics. Managed by New Age Alpha Advisors LLC, the fund aims for long-term capital growth by investing at least 80% of its assets in securities considered undervalued based on factors such as assets, earnings, growth potential, or cash flows. Its portfolio is diversified across sectors including financial services, technology, utilities, consumer defensive, energy, and more, reflecting a broad market approach within its targeted capitalization range aligned with the Russell 2500 Value Index. The fund’s holdings encompass a variety of equity instruments, including common stocks, REITs, options, warrants, and ADRs. With a moderate turnover ratio and an expense structure typical for its category, the fund provides exposure to a wide spectrum of U.S. value stocks, serving investors seeking access to companies poised for recovery or steady growth within the small- and mid-cap segments of the equity market.
Fund Family New Age Alpha Advisors LLC
Category Small Value
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SEVAX
Share Class A
Index Russell 2500 Value TR
SEVAX had a total return of 11.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.05%.
