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Home › Calculator › SEVPX Dividend Calculator 2026
NAA SMid Cap Value P · NASDAQ
Price: $34.02 · Annual div: $3.99/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in SEVPX → $30.3K in 10 years · $265.13/month
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).
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold SEVPX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 11.73% | 8.93% | $1,173 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 9.97% | 7.17% | $997 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 9.38% | 6.58% | $938 / yr |
| 🇬🇧 UK ISA | 0% | 11.73% | 8.93% | $1,173 / yr |
| 🇬🇧 UK Taxable | 8.75% | 10.70% | 7.90% | $1,070 / yr |
| 🇨🇦 TFSA | 0% | 11.73% | 8.93% | $1,173 / yr |
| 🇨🇦 CA Taxable | 25% | 8.80% | 6.00% | $880 / yr |
| 🇦🇺 Super (pension) | 15% | 9.97% | 7.17% | $997 / yr |
| 🇦🇺 AU Taxable | 30% | 8.21% | 5.41% | $821 / yr |
| 🇩🇪 DE Taxable | 26.375% | 8.64% | 5.84% | $864 / yr |
| 🇫🇷 FR Taxable | 30% | 8.21% | 5.41% | $821 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $3.99/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
SEVPX pays quarterly — 4 times per year. Next ex-div: TBD.
How SEVPX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SEVPX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the SEVPX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
NAA SMid Cap Value P (SEVPX) is currently trading at $34.02, 21% below its 52-week high. The current dividend yield is 11.73% based on an annual payout of $3.99 per share.
NAA SMid Cap Value P (SEVPX) is a financial services stock currently trading at $34.02 with a dividend yield of 11.73%. The company pays an annual dividend of $3.99 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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