Morningstar

NAA Mid Growth Fund C SUFCX

Morningstar Medalist Rating
Medalist Rating as of | See New Age Alpha Investment Hub
  • NAV / 1-Day Return 42.83  /  +1.23 %
  • Total Assets 72.7M
  • Adj. Expense Ratio
    2.270%
  • Expense Ratio 2.270%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 144%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:25 AM GMT+0

Morningstar’s Analysis SUFCX

Will SUFCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SUFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SUFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SUFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NAA Mid Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SUFCX

More SUFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ciena Corp

2.98 2M
Technology

Coherent Corp

2.86 2M
Technology

MACOM Technology Solutions Holdings Inc

2.32 2M
Technology

Carpenter Technology Corp

2.31 2M
Industrials

MasTec Inc

2.29 2M
Industrials

nVent Electric PLC

2.21 2M
Industrials

ATI Inc

2.11 2M
Industrials

MKS Inc

2.01 2M
Technology

CrowdStrike Holdings Inc Class A

2.01 2M
Technology

TechnipFMC PLC

1.85 1M
Energy

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