SECEX Mutual Fund

SECEX Mutual Fund (NAA Large Core Fund Class A) is managed by New Age Alpha with $258.2M in net assets. SECEX expense ratio is 1.25%, holding 143 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1962-09-10.

SECEX performance shows a YTD return of 13.18%. The 1-year return is 13.89% and the 5-year return is 11.40%. SECEX dividend yield stands at 0.14%, paid annually.

SECEX top holdings include NVIDIA Corp (6.8%), Apple Inc (6.3%), Micron Technology Inc (4.6%), Alphabet Inc,class A (4.5%), Microsoft Corp (4.0%). Go to all SECEX holdings, SECEX sectors, or SECEX dividends.

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