NAA SMid Cap Value P (SEVPX) Research
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).
Market snapshot
- Symbol
- SEVPX
- Price
- $34.02
- Day change
- +0.41%
- Market cap
- $295.4M
- 52-week range
- 30.96-43.58
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Select US Equity Portfolio (AUUCX)
- BlackRock Fds, All-Cap Energy & Resources Ptf Investor A Class (BACAX)
- Cambiar Opportunity Portfolio (CAMOX)
- DFA - International Small Cap Growth Portfolio (DISMX)
- Wilshire Large Company Growth Portfolio (DTLGX)
- Manning & Napier Fd, Inc. Pro-Blend Moderate Term Srs Cl S (EXBAX)
- Fidelity Select Wireless (FWRLX)
- Homestead Stock Index Fd (HSTIX)
Open NAA SMid Cap Value P (SEVPX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.