NewtekOne, Inc.

Frequently Asked Questions About NEWT

What does NEWT invest in?

NewtekOne, Inc. operates as a financial holding firm, specializing in delivering a comprehensive suite of business and financial solutions. Its diverse portfolio encompasses several key brands, including Newtek Bank, Newtek Lending, Newtek Payments, Newtek Insurance, Newtek Payroll, and Newtek Technology. Barry Sloane founded the company in 1998, and it maintains its corporate headquarters in Boca Raton, Florida.

What is the expense ratio of NEWT?

An expense ratio for NewtekOne, Inc. (NEWT) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is NEWT?

NewtekOne, Inc. (NEWT) manages $357.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is NEWT actively managed or an index fund?

NEWT's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was NEWT launched?

NewtekOne, Inc. (NEWT) launched in September 2000 and is managed by the fund issuer.

How has NEWT performed?

NEWT's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.