SAOCX Mutual Fund (NAA Opportunity Fund Class C) is managed by New Age Alpha with $32,373.94 in net assets. SAOCX expense ratio is 2.46%, holding 426 positions across sectors including Other, Health Care, Energy. Inception date: 2003-07-07.

SAOCX performance shows a YTD return of 11.55%. The 1-year return is 11.37% and the 5-year return is 20.14%.

SAOCX top holdings include Treasury Bill Oct 01, 2026 (22.2%), Oeg Borrower Llc 7.2 2031-06-30 (18.9%), Wells Fargo Margin Deposit (5.7%), Chevron Corp (1.9%), Exxon Mobil Corp. (1.7%). View all SAOCX holdings, sector breakdown, or dividend history.

SAOCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.