New Age Alpha Mid Growth Fund C (SUFCX)
38.76
+0.21
(+0.54%)
USD |
Dec 04 2025
SUFCX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.49% |
| Stock | 99.66% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.14% |
Market Capitalization
As of September 30, 2025
| Large | 2.41% |
| Mid | 20.08% |
| Small | 77.51% |
Region Exposure
| Americas | 97.84% |
|---|---|
|
North America
|
96.74% |
| Canada | 0.01% |
| United States | 96.74% |
|
Latin America
|
1.09% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.79% |
|---|---|
| United Kingdom | 1.40% |
|
Europe Developed
|
0.39% |
| Belgium | 0.00% |
| France | 0.00% |
| Ireland | 0.38% |
| Netherlands | 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% |
| Singapore | 0.00% |
|
Asia Emerging
|
0.00% |
| Thailand | 0.00% |
| Unidentified Region | 0.37% |
|---|
Stock Sector Exposure
| Cyclical |
|
38.49% |
| Materials |
|
4.31% |
| Consumer Discretionary |
|
14.54% |
| Financials |
|
15.93% |
| Real Estate |
|
3.71% |
| Sensitive |
|
44.43% |
| Communication Services |
|
1.11% |
| Energy |
|
3.43% |
| Industrials |
|
26.32% |
| Information Technology |
|
13.57% |
| Defensive |
|
17.02% |
| Consumer Staples |
|
3.42% |
| Health Care |
|
12.69% |
| Utilities |
|
0.91% |
| Not Classified |
|
0.06% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.06% |
As of September 30, 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 | -- |