SEVAX Mutual Fund
NAV$39.25
AUM$263M
TER1.15%
Holdings123
SEVAX Mutual Fund
NAV$39.25
NAA SMid Cap Value Fund Class A
AUM$263M
TER1.15%
Holdings123
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Showing 10 of 123 holdings(as of Mar 31, 2026)Top 10 Weight: 16.56%
SEVAX Mutual Fund Top Holdings
SEVAX holdings top 10 positions. The top 10 holdings account for 16.6% of the fund, led by Alcoa Corp at 2.1%, Conocophilips at 2.1%, Chord Energy Corp at 1.8%.
SEVAX portfolio concentration is well-diversified, with the top 10 representing 16.6% of total assets. The largest sector exposure is Financials at 18.1%.
SEVAX sector allocation provides a detailed breakdown. SEVAX overlap tool shows how holdings compare to other funds in your portfolio.