NAA Mid Growth C (SUFCX)

Fund Assets	72.28M
Expense Ratio	2.58%
Min. Investment	$2,500
Turnover	144.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	43.42
YTD Return	13.35%
1-Year Return	11.02%
5-Year Return	9.43%
52-Week Low	36.67
52-Week High	45.66
Beta (5Y)	1.17
Holdings	129
Inception Date	Sep 17, 1969

About SUFCX

The NAA Mid Growth Fund is a mutual fund designed primarily to seek long-term capital appreciation by investing in mid-capitalization U.S. equities. In pursuing its objective, the fund typically allocates at least 80% of its assets to mid-cap stocks selected by its investment advisers, focusing on companies that demonstrate strong growth potential within their respective sectors. The fund maintains a diversified portfolio across various industries, with an emphasis on sectors poised for above-average growth, such as technology, healthcare, and select consumer discretionary companies. The NAA Mid Growth Fund plays a significant role for investors seeking exposure to the mid-cap segment of the market, which often sits between the higher volatility of small caps and the stability of large caps, offering a balance of risk and potential return. By targeting mid-cap companies, the fund taps into opportunities for growth that may not be as readily available in larger, more established firms, while still benefiting from the relative stability of established enterprises.

• Fund Family: New Age Alpha Advisors LLC
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: SUFCX
• Share Class: C-class
• Index: Russell MidCap Growth TR

Performance

SUFCX had a total return of 11.02% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.01%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid-Cap Growth Fund Investor Shares	0.33%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index Fund	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
GIUIX	Institutional Class	1.59%
SECUX	A-class	1.75%
SEUPX	P	2.06%

Top 10 Holdings

19.64% of assets

Name	Symbol	Weight
Ciena Corporation	CIEN	2.73%
TechnipFMC plc	FTI	2.22%
MasTec, Inc.	MTZ	2.05%
Coherent Corp.	COHR	2.01%
Curtiss-Wright Corporation	CW	1.83%
ATI Inc.	ATI	1.80%
Woodward, Inc.	WWD	1.78%
nVent Electric plc	NVT	1.78%
BWX Technologies, Inc.	BWXT	1.73%
Carpenter Technology Corporation	CRS	1.71%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 23, 2024	$2.595	Dec 24, 2024

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

Data Sources Report a data error