NAA LARGE CAP VALUE FUND

NAA LARGE CAP VALUE FUND is a registered fund series of New Age Alpha Funds Trust (series S000087626). Net assets $66.7M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Apple Inc.$4.6M691.37%
Apple Inc.$4.6M691.37%
Amazon.com, Inc.$2.3M350.88%
Amazon.com, Inc.$2.3M350.88%
Exxon Mobil Corp.$1.8M264.14%
Exxon Mobil Corp.$1.8M264.14%
Walmart Inc$1.3M201.43%
Walmart Inc$1.3M201.43%
Costco Wholesale Corporation$1.1M163.06%
Costco Wholesale Corporation$1.1M163.06%
Tesla Inc$975K146.13%
Tesla Inc$975K146.13%
Chevron Corp.$870K130.41%
Chevron Corp.$870K130.41%
ConocoPhillips$860K128.84%

Net asset history

Report dateNet assets
2026-03-31$66.7M
2025-12-31$72.9M
2025-09-30$71.4M
2025-06-30$69.1M
2025-03-31$66.2M
2024-12-31$66.9M

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