SECIX Mutual Fund (NAA Large Cap Value Fund Class A) is managed by New Age Alpha with $44.6M in net assets. SECIX expense ratio is 1.10%, holding 103 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1944-08-07.

SECIX performance shows a YTD return of 6.06%. The 1-year return is 16.32% and the 5-year return is 9.52%. SECIX dividend yield stands at 13.68%, paid annually.

SECIX top holdings include Apple Inc (6.9%), Amazon.Com Inc (3.5%), Exxon Mobil Corp (2.6%), Walmart Inc Com USD0.1 (2.0%), Costco Whsl (1.6%). View all SECIX holdings, sector breakdown, or dividend history.

SECIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SECIX alternatives are available via the screener, along with tax-loss harvesting opportunities.