SEWIX Mutual Fund (NAA World Equity Income Fund Institutional Class) is managed by New Age Alpha with $2.8M in net assets. SEWIX expense ratio is 0.92%, holding 174 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2011-05-02.

SEWIX performance shows a YTD return of 13.34%. The 1-year return is 25.42% and the 5-year return is 10.23%. SEWIX dividend yield stands at 13.82%, paid quarterly.

SEWIX top holdings include Broadcom Inc (7.6%), Jpmorgan Chase (3.2%), Exxon Mobil Corp. (3.0%), Mitsubishi Ufj Financial Group Inc (2.7%), Johnson & Johnson (2.4%). View all SEWIX holdings, sector breakdown, or dividend history.

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