New Age Alpha is an funding supervisor primarily based in Rye, NY that manages a portfolio of mutual funds and different merchandise, all primarily based on h-factor, a proprietary methodology developed by the agency that makes use of actuarial science, information analytics and know-how to establish corporations that aren’t prone to hit projected income development embedded within the present inventory value and thus keep away from poor-performing investments whereas maximizing after-risk returns.
A workforce of seasoned funding professionals, together with elementary analysts, quantitative analysts and portfolio managers, develops, manages, and screens a clear funding portfolio on an ongoing foundation, using complete analysis to realize most returns. All these elements make it a gorgeous funding possibility.
Now we have chosen three New Age Alpha mutual funds, NAA Giant Core SECEX, NAA Mid Progress SECUX and NAA World Fairness Earnings SEQAX, which buyers can buy now for the long run. These funds have a Zacks Mutual Fund Rank #2 (Purchase), constructive three-year and five-year annualized returns, minimal preliminary investments inside $5000 and expense ratios significantly decrease than the class common. So, these funds have supplied a relatively stronger efficiency and carry a decrease charge.
NAA Giant Core fund invests most of its belongings in large-capitalization securities that the adviser considers to have “core” traits, balancing worth and development. It defines large-cap as corporations typically throughout the market-cap vary of the S&P 500 Index.
Armen Arus has been the lead supervisor of SECEX since Oct. 25, 2024. Many of the fund’s holdings had been in corporations like NVIDIA Corp (7.3%), Apple Inc. (6.7%) and Microsoft Corp (6%) as of Dec. 31, 2025.
SECEX’s 3-year and 5-year annualized returns are 24.2% and 13.4%, respectively. Its internet expense ratio is 1.25%. SECEX has a Zacks Mutual Fund Rank #2.
To see how this fund carried out in comparison with its class, and different 1 and a pair of Ranked Mutual Funds,please click on right here.
NAA Mid Progress fund seeks capital appreciation. SECUX invests most of its internet belongings in a diversified portfolio of fairness securities that, when bought, have market capitalizations just like these of corporations within the S&P Mid Cap 400 Index.
Hugo Chang has been the lead supervisor of SECUX since Oct. 25, 2024. Many of the fund’s holdings had been in corporations like Ciena Corp (2.2%), TechnipFMC plc (2.1%), and MasTec, Inc. (2%) as of March 31, 2026.
SECUX’s 3-year and 5-year annualized returns are 17.4% and 6.3%, respectively. Its internet expense ratio is 1.52%. SECUX has a Zacks Mutual Fund Rank #2.
NAA World Fairness Earnings fund seeks long-term development of capital primarily by way of funding in securities of corporations in overseas nations and the US. SEQAX invests in overseas and home widespread shares or convertible shares of growth-oriented corporations thought of to have appreciation potentialities.
Burak Hurmeydan has been the lead supervisor of SEQAX since Nov. 8, 2024. Many of the fund’s holdings had been in corporations like Broadcom Inc. (8.6%), JPMorgan Chase & Co. (3.5%), and Mitsubishi UFJ Monetary Group, Inc. (2.7%) as of Dec. 31, 2025.
SEQAX’s 3-year and 5-year annualized returns are 19.4% and 9.8%, respectively. Its internet expense ratio is 1.17%. SEQAX has a Zacks Mutual Fund Rank #2.
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