SAOCX Mutual Fund
SAOCX Mutual Fund
SAOCX Mutual Fund
NAA Opportunity Fund Class C
SAOCX Mutual Fund Overview
SAOCX Mutual Fund (NAA Opportunity Fund Class C) is managed by New Age Alpha with $34,444.65 in net assets. SAOCX expense ratio is 2.46%, holding 426 positions across sectors including Utilities, Health Care, Energy. Inception date: 2003-07-07.
SAOCX performance shows a YTD return of 15.67%. The 1-year return is 17.32% and the 5-year return is 5.09%.
SAOCX 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 SAOCX holdings, SAOCX sectors, or SAOCX dividends.
SAOCX can be compared against other funds. Use SAOCX overlap to find shared positions, or SAOCX vs another fund for a side-by-side view. SAOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.