SAOAX Mutual Fund

SAOAX Mutual Fund (NAA Opportunity Fund Class A) is managed by New Age Alpha with $3.6M in net assets. SAOAX expense ratio is 1.71%, holding 426 positions across sectors including Utilities, Health Care, Energy. Inception date: 2003-07-07.

SAOAX performance shows a YTD return of 16.29%. The 1-year return is 18.19% and the 5-year return is 5.92%. SAOAX dividend yield stands at 0.61%.

SAOAX top holdings include Bbh Overnight Sweep (22.7%), Treasury Bill Oct 01, 2026 (22.0%), Wells Fargo Margin Deposit (7.3%), Oge Energy Corp. (1.6%), Exelon (1.6%). Go to all SAOAX holdings, SAOAX sectors, or SAOAX dividends.

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