NAA World Equity Income P
SEQPX
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- NAA World Equity Income Fund Class P (SEQPX) is an open-end mutual fund series of New Age Alpha Funds Trust that seeks total return comprised of capital appreciation and current income through investments in global large-cap value equity securities. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies worldwide, with a portfolio emphasizing U.S. stocks (approximately 69%), non-U.S. stocks (approximately 31%), and minimal cash; key sectors include technology (22%), financial services (19%), healthcare (8%), industrials (7%), and utilities (7%), with geographic exposure spanning the United States, Eurozone, Europe ex-Euro, Canada, Japan, and other regions. It offers Class P shares with a net expense ratio of 1.06%, daily pricing, and total net assets of approximately $116 million as of late 2025. New Age Alpha Advisors LLC serves as the investment adviser, applying a proprietary h-factor methodology rooted in actuarial science, data analytics, and technology to construct systematic, rules-based portfolios that aim to identify and avoid underperforming stocks across equity styles, capitalizations, and regions. The fund is managed by a team including Julian Koski and Armen Arus (co-founders of New Age Alpha, starting October 25, 2024), alongside Burak Hurmeydan, Konstantin Tourevski, Hugo Chang (all starting October 25, 2024), and Gennadiy Khayutin (starting April 30, 2025). New Age Alpha Advisors LLC, founded in 2018 and headquartered at 555 Theodore Fremd Avenue, Suite A101, Rye, New York, 10580, manages the fund within its broader suite of active equity strategies offered through New Age Alpha Funds Trust, a Delaware statutory trust domiciled in the United States. In a major strategic development, New Age Alpha completed its acquisition of Guggenheim Investments' actively managed equity funds business in September 2024, integrating SEQPX and 19 other mutual and variable insurance funds with approximately $2.5 billion in assets under management into its platform, enhancing its focus on actively managed mutual funds alongside index licensing, SMAs, and alternatives. This transaction, originally announced in March 2024 and closed in the fourth quarter, marked a significant expansion for New Age Alpha, enabling it to leverage its proprietary methodologies for these acquired strategies while retaining operational control and advancing portfolio management under the new team. The fund, originally launched on April 19, 1984, operates primarily for institutional and sophisticated investors seeking global large-stock value exposure through diversified equity portfolios.