Morningstar

New Age Alpha Mutual Funds

View all of New Age Alpha’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

New Age Alpha Mutual Funds List

1 to 25 of 25 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
NAA Risk Managed Real Estate Fund InstitutionalGURIXReal Estate
7.44%330.920%AverageInstitutional$2M
NAA Allocation Fund ATVRAXModerately Aggressive Allocation
12.51%211.470%HighFront Load$2,500
NAA Allocation Fund InstitutionalTVRIXModerately Aggressive Allocation
12.89%141.070%HighInstitutional$2M
NAA Risk Managed Real Estate Fund AGURAXReal Estate
7.19%401.240%AverageFront Load$2,500
NAA Risk Managed Real Estate Fund CGURCXReal Estate
6.62%531.940%AverageLevel Load$2,500
NAA Allocation Fund PTVFRXModerately Aggressive Allocation
12.65%161.320%HighNo Load$0
NAA SMid Cap Value Fund InstitutionalSVUIXSmall Value
6.06%920.920%AverageInstitutional$2M
NAA World Equity Income Fund Class ASEQAXGlobal Large-Stock Value
10.69%531.170%AverageFront Load$2,500
NAA Mid Growth Fund ASECUXMid-Cap Growth
11.65%281.520%HighFront Load$2,500
NAA Mid Growth Fund InstitutionalGIUIXMid-Cap Growth
11.86%271.270%HighInstitutional$2M
NAA Allocation Fund CTVRCXModerately Aggressive Allocation
12.06%252.070%HighLevel Load$2,500
NAA World Equity Income Fund Class CSFGCXGlobal Large-Stock Value
10.09%631.920%AverageLevel Load$2,500
NAA Large Core Fund Class InstitutionalGILIXLarge Blend
16.21%111.000%HighInstitutional$2M
NAA Large Core Fund Class ASECEXLarge Blend
15.95%121.250%HighFront Load$2,500
NAA SMid Cap Value Fund ASEVAXSmall Value
5.86%921.150%Below AverageFront Load$2,500
NAA Mid Growth Fund CSUFCXMid-Cap Growth
11.02%302.270%HighLevel Load$2,500
NAA Large Core Fund Class CSFECXLarge Blend
15.34%162.000%HighLevel Load$2,500
NAA SMid Cap Value Fund CSEVSXSmall Value
5.17%952.000%AverageLevel Load$2,500
NAA World Equity Income Fund Institutional ClassSEWIXGlobal Large-Stock Value
10.94%500.920%Above AverageInstitutional$2M
NAA Opportunity Fund ASAOAXLong-Short Equity
18.49%111.710%Above AverageFront Load$2,500
NAA Opportunity Fund InstitutionalSAOIXLong-Short Equity
18.70%101.410%AverageInstitutional$2M
NAA Large Cap Value CSEGIXLarge Value
7.45%831.850%Above AverageLevel Load$2,500
NAA Opportunity Fund CSAOCXLong-Short Equity
17.83%122.460%Above AverageLevel Load$2,500
NAA Large Cap Value ASECIXLarge Value
8.04%801.100%Above AverageFront Load$2,500
NAA Large Cap Value InstitutionalGILCXLarge Value
8.27%780.850%HighInstitutional$2M

New Age Alpha Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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