GIUIX Mutual Fund
GIUIX Mutual Fund
NAA Mid Growth Fund Institutional Class
GIUIX Mutual Fund Overview
GIUIX Mutual Fund (NAA Mid Growth Fund Institutional Class) is managed by New Age Alpha with $2.0M in net assets. GIUIX expense ratio is 1.27%, holding 128 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2012-03-01.
GIUIX performance shows a YTD return of 15.70%. The 1-year return is 18.69% and the 5-year return is 5.80%.
GIUIX top holdings include Ciena Corp (2.7%), Technipfmc Plc Ordinary Shares (2.2%), Mastec Inc (2.0%), Coherent, Inc (2.0%), Curtiss-wright Corp (1.8%). View all GIUIX holdings, sector breakdown, or dividend history.
GIUIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GIUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.