TVRCX Mutual Fund

TVRCX Mutual Fund (NAA Allocation Fund Class C) is managed by New Age Alpha with $4.7M in net assets. TVRCX expense ratio is 2.07%, holding 177 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2012-06-18.

TVRCX performance shows a YTD return of 10.91%. The 1-year return is 13.89% and the 5-year return is 7.96%.

TVRCX top holdings include Nvidia Corp (5.5%), Apple, Inc (5.1%), Micron Technology, Inc. (3.7%), Microsoft Corp (3.3%), Intel Corporation (2.3%). Go to all TVRCX holdings, TVRCX sectors, or TVRCX dividends.

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