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.
NAA Mid Growth Fund C SUFCX
- NAV / 1-Day Return 44.06 / −0.72 %
- Total Assets 75.0M
-
Adj. Expense Ratio
2.270%
- Expense Ratio 2.270%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 144%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:43 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.
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.
- 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 | 2.73 | 2M | Technology |
TechnipFMC PLC | 2.22 | 2M | Energy |
MasTec Inc | 2.05 | 1M | Industrials |
Coherent Corp | 2.01 | 1M | Technology |
Curtiss-Wright Corp | 1.83 | 1M | Industrials |
ATI Inc | 1.80 | 1M | Industrials |
Woodward Inc | 1.78 | 1M | Industrials |
nVent Electric PLC | 1.78 | 1M | Industrials |
BWX Technologies Inc | 1.73 | 1M | Industrials |
Carpenter Technology Corp | 1.71 | 1M | Industrials |
United States