- What are the top holdings of SEVPX?
- A machine-readable holdings disclosure for NAA SMid Cap Value P (SEVPX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does SEVPX invest in?
- NAA SMid Cap Value P (SEVPX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SEVPX most exposed to?
- SEVPX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SEVPX a US-only fund?
- The country allocation card on this page shows SEVPX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SEVPX invest in?
- Typically, this fund allocates at least 80% of its total assets to equity securities from small and mid-sized companies. The investment advisor specifically seeks out businesses deemed to possess "value" attributes, defining such opportunities as investments trading below their perceived intrinsic worth when measured against their assets, earnings, future growth potential, or cash generation. The portfolio is primarily comprised of various equity instruments, including common stocks, Real Estate Investment Trusts (REITs), options, warrants, and convertible securities. These investments may originate from U.S. entities or foreign issuers whose securities are denominated in U.S. dollars, and also include American Depositary Receipts (ADRs).
