NAA SMID CAP VALUE FUND

NAA SMID CAP VALUE FUND is a registered fund series of New Age Alpha Funds Trust (series S000087631). Net assets $282.6M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Alcoa Corporation$6.0M210.97%
Alcoa Corporation$6.0M210.97%
ConocoPhillips$5.8M206.98%
ConocoPhillips$5.8M206.98%
Chord Energy Corp.$5.0M175.17%
Chord Energy Corp.$5.0M175.17%
Patterson-UTI Energy Inc.$4.6M162.97%
Patterson-UTI Energy Inc.$4.6M162.97%
Cardinal Health, Inc.$4.5M158.55%
Cardinal Health, Inc.$4.5M158.55%
Aptargroup Inc.$4.3M151.69%
Aptargroup Inc.$4.3M151.69%
Ecolab Inc.$4.3M151.15%
Ecolab Inc.$4.3M151.15%
Reinsurance Group of America, Incorporated$4.2M149.51%

Net asset history

Report dateNet assets
2026-03-31$282.6M
2025-12-31$293.9M
2025-09-30$305.7M
2025-06-30$298.4M
2025-03-31$300.7M
2024-12-31$329.5M

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