New Age Alpha Mid Growth Fund C (SUFCX)
43.25
-0.52
(-1.19%)
USD |
Aug 24 2026
SUFCX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.57% |
| Stock | 99.58% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.16% |
Market Capitalization
As of June 30, 2026
| Large | 7.55% |
| Mid | 21.36% |
| Small | 71.09% |
Region Exposure
| Americas | 95.33% |
|---|---|
|
North America
|
94.69% |
| Canada | 0.00% |
| United States | 94.69% |
|
Latin America
|
0.64% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.22% |
|---|---|
| United Kingdom | 4.08% |
|
Europe Developed
|
0.14% |
| Denmark | 0.00% |
| Finland | 0.00% |
| France | 0.00% |
| Germany | 0.00% |
| Ireland | 0.13% |
| Netherlands | 0.00% |
| Spain | 0.00% |
| Sweden | 0.00% |
| Switzerland | 0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| United Arab Emirates | 0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
| Australia | 0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.44% |
|---|
Stock Sector Exposure
| Cyclical |
|
21.73% |
| Materials |
|
1.22% |
| Consumer Discretionary |
|
9.12% |
| Financials |
|
7.28% |
| Real Estate |
|
4.11% |
| Sensitive |
|
63.25% |
| Communication Services |
|
2.44% |
| Energy |
|
3.04% |
| Industrials |
|
31.66% |
| Information Technology |
|
26.11% |
| Defensive |
|
14.94% |
| Consumer Staples |
|
1.63% |
| Health Care |
|
12.60% |
| Utilities |
|
0.71% |
| Not Classified |
|
0.02% |
| Non Classified Equity |
|
0.02% |
As of June 30, 2026
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 | -- |