SVUIX Mutual Fund (NAA SMid Cap Value Fund Institutional Class) is managed by New Age Alpha with $34.7M in net assets. SVUIX expense ratio is 0.92%, holding 123 positions across sectors including Financials, Unknown, Industrials. Inception date: 2008-07-11.

SVUIX performance shows a YTD return of 10.92%. The 1-year return is 20.07% and the 5-year return is 61.38%. SVUIX dividend yield stands at 12.26%, paid annually.

SVUIX 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 SVUIX holdings, sector breakdown, or dividend history.

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