SEKSX Mutual Fund

SEKSX Mutual Fund (Carret Kansas Tax-Exempt Bond Fund Institutional Class) is managed by American Independence Funds with $135.0M in net assets. SEKSX expense ratio is 0.48%, holding 169 positions across sectors including Financials, Industrials, Utilities. Inception date: 1990-12-10.

SEKSX performance shows a YTD return of -0.52%. The 1-year return is 2.95% and the 5-year return is -0.09%. SEKSX dividend yield stands at 2.05%, paid monthly.

SEKSX top holdings include Johnson County Unified School District No 229 Blue Valley 5 2038-10-01 (1.7%), State Of Kansas Department Of Transportation 5 48092 2031-09-01 (1.6%), Kansas St Dept Transn Hwy Rev Hwy Rev Bds 2017 A 5 2034-09-01 (1.6%), Allen County Unified School District No 257 3 52475 2043-09-01 (1.5%), Kansas Development Finance Authority 5 51987 2042-05-01 (1.2%). Go to all SEKSX holdings, SEKSX sectors, or SEKSX dividends.

SEKSX can be compared against other funds. Use SEKSX overlap to find shared positions, or SEKSX vs another fund for a side-by-side view. SEKSX alternatives are available via the screener, along with tax-loss harvesting opportunities.