GIUIX Mutual Fund

GIUIX Mutual Fund (NAA Mid Growth Fund Institutional Class) is managed by New Age Alpha with $3.1M 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 7.50%. The 1-year return is 7.25% and the 5-year return is 4.00%.

GIUIX top holdings include Ciena Corp (3.0%), Coherent, Inc (2.9%), Macom Technology Solutions Holdings, Inc. (2.3%), Carpenter Technology Corpcommon Stock (2.3%), Mastec Inc (2.3%). Go to all GIUIX holdings, GIUIX sectors, or GIUIX dividends.

GIUIX can be compared against other funds. Use GIUIX overlap to find shared positions, or GIUIX vs another fund for a side-by-side view. GIUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.