New Age Alpha World Equity Income Fund Inst (SEWIX)
17.23
+0.04
(+0.23%)
USD |
Mar 17 2026
SEWIX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.21% |
| Stock | 99.57% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.22% |
Market Capitalization
As of December 31, 2025
| Large | 79.43% |
| Mid | 16.38% |
| Small | 4.18% |
Region Exposure
| Americas | 56.50% |
|---|---|
|
North America
|
56.40% |
| Canada | 4.66% |
| United States | 51.74% |
|
Latin America
|
0.10% |
| Mexico | 0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 32.45% |
|---|---|
| United Kingdom | 5.63% |
|
Europe Developed
|
26.81% |
| Austria | 0.00% |
| Belgium | 0.54% |
| Denmark | 0.91% |
| Finland | 0.80% |
| France | 4.86% |
| Germany | 4.04% |
| Ireland | 2.00% |
| Italy | 1.97% |
| Netherlands | 1.12% |
| Norway | 0.53% |
| Portugal | 0.00% |
| Spain | 1.97% |
| Sweden | 2.02% |
| Switzerland | 6.06% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.01% |
| Israel | 0.01% |
| Greater Asia | 10.64% |
|---|---|
| Japan | 10.33% |
|
Australasia
|
0.04% |
| Australia | 0.04% |
|
Asia Developed
|
0.27% |
| Hong Kong | 0.01% |
| Singapore | 0.26% |
|
Asia Emerging
|
0.00% |
| China | 0.00% |
| Unidentified Region | 0.40% |
|---|
Stock Sector Exposure
| Cyclical |
|
44.55% |
| Materials |
|
2.88% |
| Consumer Discretionary |
|
9.83% |
| Financials |
|
30.23% |
| Real Estate |
|
1.60% |
| Sensitive |
|
33.58% |
| Communication Services |
|
3.43% |
| Energy |
|
5.12% |
| Industrials |
|
10.33% |
| Information Technology |
|
14.71% |
| Defensive |
|
21.68% |
| Consumer Staples |
|
9.99% |
| Health Care |
|
9.67% |
| Utilities |
|
2.02% |
| Not Classified |
|
0.19% |
| Non Classified Equity |
|
0.19% |
| Not Classified - Non Equity |
|
0.00% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |