NAA WORLD EQUITY INCOME SERIES

NAA WORLD EQUITY INCOME SERIES is a registered fund series of New Age Alpha Variable Funds Trust (series S000087640). Net assets $139.5M as of 2026-03-31.

Profile

Advisers

Top holdings (174 reported)

Showing 15 of 174 holdings by value.

HoldingTickerValue% of fund
Broadcom Inc$10.6M761.20%
JPMorgan Chase & Co.$4.5M319.07%
Exxon Mobil Corp.$4.2M300.89%
Mitsubishi UFJ Financial Group Inc.$3.7M267.17%
Johnson & Johnson$3.3M234.01%
Walmart Inc$3.2M226.62%
HSBC Holdings PLC$3.2M225.86%
BBH Overnight Sweep$3.1M218.89%
Sony Group Corp.$2.8M198.52%
Novartis AG$2.4M174.35%
Chevron Corp.$2.3M162.52%
Nestle SA$2.2M157.35%
Siemens AG$2.0M142.50%
Banco Bilbao Vizcaya Argentaria SA$1.9M139.50%
TotalEnergies SE$1.9M136.79%

Net asset history

Report dateNet assets
2026-03-31$139.5M
2025-12-31$118.5M
2025-09-30$117.4M
2025-06-30$112.3M
2025-03-31$109.5M
2024-12-31$111.2M

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