SEVAX Mutual Fund (NAA SMid Cap Value Fund Class A) is managed by New Age Alpha with $262.7M in net assets. SEVAX expense ratio is 1.15%, holding 123 positions across sectors including Financials, Unknown, Industrials. Inception date: 1997-05-01.

SEVAX performance shows a YTD return of 10.79%. The 1-year return is 19.78% and the 5-year return is 7.23%. SEVAX dividend yield stands at 12.68%, paid annually.

SEVAX top holdings include Alcoa Corp (2.1%), Conocophilips (2.1%), Chord Energy Corp (1.8%), Patterson-Uti Energy Inc (1.6%), Cardinal Health Inc. (1.6%). View all SEVAX holdings, sector breakdown, or dividend history.

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