About SEWIX
NAA World Equity Income Fund Institutional Class is a global large-cap value mutual fund designed to deliver a balance of capital appreciation and income. The fund primarily invests at least 80% of its assets in equity securities, targeting a diversified portfolio of established companies across developed and emerging markets. Its portfolio includes prominent holdings in leading technology, healthcare, and consumer sectors, with top positions in companies such as NVIDIA, Apple, Microsoft, and Johnson & Johnson. The fund employs a strategy focused on identifying undervalued equities with strong potential for both income generation and growth.
With an institutional share class, the fund is tailored for larger investors, reflected in its higher minimum investment requirements. It features an above-average process rating, a moderate expense profile, and a yield designed to appeal to investors seeking consistent income streams alongside potential long-term growth. The NAA World Equity Income Fund Institutional Class plays a key role in diversified portfolios as a core holding, offering broad geographic and sector exposure within the equity income category, and is managed for risk-adjusted returns with a disciplined investment approach.
Fund Family New Age Alpha Advisors LLC
Category World Large-Stock Value
Stock Exchange NASDAQ
Ticker Symbol SEWIX
Share Class Institutional
Index MSCI World NR USD
SEWIX had a total return of 6.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.85%.
